# 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](/harness/connectors) to each persona so a new member's first steps point at the tools their role actually uses.

## Configure personas

<Steps>
  <Step title="Open Enterprise Controls">
    In the Factory App, open **Settings → Enterprise Controls → Personas**.
  </Step>
  <Step title="Choose 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.
  </Step>
  <Step title="Configure 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.
  </Step>
  <Step title="Save">
    Save the persona defaults, then save the Enterprise Controls form. New members see the updated personas and recommendations the next time they onboard.
  </Step>
</Steps>

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](/autonomy-and-safety/auto-run) 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](/enterprise/hierarchical-settings-and-org-control#org-managed-settings-schema) for the raw shape.

## Troubleshooting

<Troubleshooting>
  <TroubleshootingItem title="The Personas section is missing from Enterprise Controls">
    Persona controls require an Enterprise organization. Confirm that you selected the intended organization and that your account is an Owner or Manager. If your Enterprise organization still does not show the section, contact [support@factory.ai](mailto:support@factory.ai) to confirm it is enabled for your organization.
  </TroubleshootingItem>

  <TroubleshootingItem title="A persona cannot be turned off">
    At least one persona must stay enabled. Enable another persona first, then turn off the one you want to remove.
  </TroubleshootingItem>

  <TroubleshootingItem title="A connector is missing from the persona defaults list">
    Persona recommendations draw from the connectors enabled for the organization. Ask an Owner or Manager to enable the app under **Enterprise Controls → Connectors**, then add it to the persona.
  </TroubleshootingItem>

  <TroubleshootingItem title="Members do not see a recommended connector">
    Check that the connector is still enabled for the organization. A disabled connector stays in the persona's saved settings but is hidden from members until it is enabled again.
  </TroubleshootingItem>

  <TroubleshootingItem title="An existing member did not get the new persona experience">
    Persona selection happens once, during onboarding. Members who already completed onboarding keep their stored persona and do not see the role question again.
  </TroubleshootingItem>
</Troubleshooting>

<RelatedLinks>
  <RelatedLink href='/harness/connectors' title='Connectors'>
    Enable apps for the organization and manage member connections.
  </RelatedLink>
  <RelatedLink href='/enterprise/hierarchical-settings-and-org-control' title='Enterprise Controls'>
    Understand org-managed settings, precedence, and the full schema.
  </RelatedLink>
  <RelatedLink href='/enterprise/identity-and-access' title='Identity & Access'>
    Manage Factory roles, membership, SSO, and Directory Sync.
  </RelatedLink>
  <RelatedLink href='/factory-app/settings' title='App settings'>
    Personal session defaults members manage in the Factory App.
  </RelatedLink>
</RelatedLinks>