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Personas

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Ryan Wold edited this page Jun 5, 2023 · 16 revisions

⏪ Product Cycle

Who is Touchpoints built for?

A Persona represents a general category of user, based on the user's behaviors and needs. Often, Personas are "brought-to-life" via real-world examples, pictures, interviews. Generally, Personas are a place to collect and display information related to user needs and how they interact with a system.

List of Personas

System Administrator

Manages all aspects of Touchpoints, including:

  • Users
    • Inactivate Users
  • Organizations
  • Form Templates
  • Forms
  • Data Collections
  • U.S. Digital Registry records (Websites, Mobile Apps, Social Media Accounts)
  • Manage Background Jobs

Organizational Admin - an executive or delegate responsible for organization-wide data, technology, or FOIA responsibilities

  • Access all forms and form responses for an organization

Form Manager - User who manages one or more Forms for the purposes of customer feedback

  • Manage an Organization's Forms and Responses.
Response Viewer
  • Read-only access to a Form and its Responses

Public users

  • a non logged-in public user who uses a .gov website to access and or complete a Touchpoint form

Digital Product Managers (Websites, Mobile Products, and Social Media Accounts)

  • User can create and edit U.S. Digital Registry records for their Organization
Registry Manager
  • Manages /admin/registry, /registry, Websites, Digital Products, and Social Media Accounts (similar to the Digital Registry)

Performance Manager

  • Manages Goal Targets, Goals, Objectives
Person who responds to Data Collections
  • User can draft and submit a Data Collection
    • (only OMB CX Quarterly submissions for now)

Assumptions

  • Users can only belong to 1 Organization at a time
  • A User can only be added to a Form that belongs to the same Organization as the User

How do Personas map to Roles & Permissions?

  • Admin has admin flag set
  • Form Manager & Response Viewer can login and do not have admin flag set
  • Form Manager can login and has FormManager relation in a UserRole record
  • Response Viewer can login and has ResponseViewer relation in a UserRole record
  • Public users do not login

For more detailed information on how each Persona can use Touchpoints, see the Use Cases.

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