# Personas

Personas in Euno define what a user can see and do. Personas also personalize how Euno's AI features respond, whether through the [AI Assistant](/ai-assistant.md) or when using Euno as the context layer for another agent via [MCP](/ai-assistant/mcp-setup.md).

## What Are Personas?

A **persona** is a named role with:

* **Name**: A descriptive name (e.g., "Sales Analyst", "Data Engineer")
* **Permission Set**: The permission level - maintainer, contributor, or viewer - deciding which Euno functionalities they are authorized to perform
* **Domain scope**: Which [domains](/setup-configuration/domains.md) the persona can access
* **AI Instructions**: Custom instructions that can be used to control the AI's behavior; for example, an Engineer persona could get instructions to be verbose about technical details whereas an Analyst persona could get instructions to avoid diving into too many technical details.

Personas allow you to tailor access by team or use case. For example, a "Sales Analyst" persona might have contributor permissions scoped to the Sales domain, while a "Data Engineer" persona might have maintainer permissions across all domains.

## Built-in and Initial Personas

Every account has the `Account Admin` persona. This is a system managed persona, and cannot be updated or deleted. The `Account Admin` persona has all permissions across all domains.

When an account is set up, three additional personas are created and scoped to the Default domain:

| Persona         | Permission Set | Description                                                                                                                  |
| --------------- | -------------- | ---------------------------------------------------------------------------------------------------------------------------- |
| **Maintainer**  | maintainer     | Comprehensive access to contribute to the data model. Can create and manage pull requests, folders, projects, and branches.  |
| **Contributor** | contributor    | Can create change drafts, edit folders and projects, and configure custom properties. Cannot propose or merge pull requests. |
| **Viewer**      | viewer         | Read-only access. Can inspect projects, dashboards, resources, and filters but cannot make modifications.                    |

The Viewer persona is typically set as the default for new users (e.g., via SSO). You can create additional custom personas beyond these initial personas.

## Personas and Domains

* A persona has a set of domains which it can operate on
* Account Admin and personas have access to all domains regardless of scope

If your account has multiple domains, creating domain-scoped personas helps you align permissions with your data organization. See [Domains](/setup-configuration/domains.md) for how domains are defined and used.

## Managing Personas

### Viewing Personas

1. Navigate to **User Menu → Account Settings → Personas**
2. You will see all personas for the account, including built-in, initial, and custom personas

### Creating a Custom Persona

1. Navigate to **User Menu → Account Settings → Personas**
2. Click **Create New Persona**
3. Provide:
   * **Name**: Unique within the account (e.g., "Sales Analyst")
   * **Permission Set**: maintainer, contributor, or viewer
   * **Domains**: Optional. Select which domains this persona can access. Leave empty for account-wide access
   * **Description**: Optional text explaining the persona's purpose

### Editing and Deleting Personas

You can edit the name, description, and domain scope of custom personas. Built-in personas (Account Admin) and initial personas (Maintainer, Contributor, Viewer) can be edited but not deleted. Custom personas you create can be deleted if no users are assigned to them.

## Active Persona and Switching

When you use Euno, you always operate under one of the personas assigned to you.

### Switching Your Active Persona

1. Expand the **User Menu** in the top-right corner (click your avatar or name)
2. Your current active persona is shown when the menu is expanded
3. Click the persona name to open a dropdown of personas you are assigned to
4. Select a different persona to switch; the page will reload with the new permissions

### Default Persona

When you have multiple personas, you can set one as your **default**. Your default persona is used when:

* You first log in
* No active persona is explicitly selected (e.g., from a new session)

Set your default persona from **User Menu → Account Settings → Personas** (or **User Management**) by selecting "Set as default" next to the persona you want.

## Assigning Personas to Users

Personas are assigned to users in **User Management**. When you invite a user or edit their access, you select one or more personas for them. Users can switch between any personas they are assigned to. See [User Management](/setup-configuration/user-management.md) for details on inviting users and managing their persona assignments.


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