Personas
Configure which work personas members can choose during onboarding and recommend connectors per persona for a personalized activation experience.
A persona describes the kind of work a member does: Engineering, Product, Design, Finance, Marketing, Sales, or Operations. New members pick a persona when they first enter the Factory App, and Factory personalizes their activation around that choice. Every organization gets this experience with Factory's defaults: all personas are offered, and the walkthrough adapts to the chosen role.
Enterprise organizations can shape it further. An Owner or Manager chooses which personas members can select, then assigns recommended Connectors to each persona so a new member's first steps point at the tools their role actually uses.
Configure personas
- 1Open Enterprise Controls
In the Factory App, open Settings → Enterprise Controls → Personas.
- 2Choose available personas
The table lists every persona with an availability switch. Turn off personas that do not apply to your organization. At least one persona must stay enabled, so the last enabled switch is locked.
- 3Configure a persona's defaults
Select a persona row to open its defaults. On the Connectors tab, check the connectors to recommend for that persona, up to 20 per persona. Only connectors already enabled for the organization appear; enable more under Enterprise Controls → Connectors first.
- 4Save
Save the persona defaults, then save the Enterprise Controls form. New members see the updated personas and recommendations the next time they onboard.
Configuring personas requires an Enterprise organization; personas themselves are available to everyone. Owners and Managers can edit the configuration; other members see it read-only.
What members experience
Persona settings shape a member's first session in the Factory App:
| Surface | Personalization |
|---|---|
| Onboarding role question | The "What best describes your role?" step lists only the personas the organization enabled. |
| Walkthrough | The checklist in the new-session view adapts its items to the chosen persona. An engineer is prompted to craft a design doc; a product manager is prompted to map the product surface and draft a spec. |
| Connect your tools | When the persona has recommended connectors, the walkthrough's connection prompt names them, and Droid walks the member through connecting each one and how it fits their workflow. |
Recommendations do not connect anything on the member's behalf. Each member still authorizes every app with their own identity, and connector calls keep their normal Autonomy Level behavior.
How persona settings resolve
| Situation | Behavior |
|---|---|
| No persona configuration | All personas are offered and the walkthrough uses its generic items. |
| Persona without recommended connectors | Members of that persona get generic connector suggestions. |
| Recommended connector later disabled for the organization | The recommendation is hidden from members. Persona settings are not pruned, so re-enabling the connector restores the recommendation. |
| Member onboarded before the configuration changed | The member's persona choice is already stored; changes apply to members who have not completed onboarding yet. |
Persona configuration is stored in the organization's managed settings as personaSettings. See the org-managed settings schema for the raw shape.
Troubleshooting
Related resources
Enable apps for the organization and manage member connections.
Understand org-managed settings, precedence, and the full schema.
Manage Factory roles, membership, SSO, and Directory Sync.
Personal session defaults members manage in the Factory App.