inView offers two methods of user organization: personas and roles. Personas offer an overall level of organization for your roles with four categories: Agent, Supervisor, Administrator, and Executive. For example, you may want to send a system message or announcement to all of the different supervisors, so categorizing your supervisor roles together under the supervisor persona makes this easy and convenient. Roles are categories by which you can organize your users, which is a more granular level of organization than personas. Roles allow you to determine certain features like reports or forms that users with this role can access or view. The role management topics will explain how to manage details of users, roles, and personas.
