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Personas
How teams model representative users or participants to support planning, engagement, and review workflows.
Personas
Personas help teams reason about trial-facing experience, engagement assumptions, and review scenarios without treating that work as unstructured notes.
Who this is for
This page is for teams that model representative participants or user perspectives to support planning, engagement, or review.
What teams need to understand
- personas are reusable records, not one-off comments
- personas can be linked to trials and supporting media
- personas can be generated or refined iteratively
- persona changes still need history and governance
When to use personas
Use personas when the team needs a structured, reusable way to reason about participant-facing or user-facing context.
Typical workflow
- Create or generate the initial persona.
- Refine it manually.
- Link it to the relevant trial context.
- Review history when assumptions evolve.
Key decisions
- creating and editing personas
- linking personas to trials
- understanding generated personas versus manually curated personas
- reviewing persona history and restoring earlier versions when needed