Persona Views
Role-tailored UI views that surface the right information for each persona, reducing noise and increasing productivity.
Overview
Persona views adapt the Knowledge Tree interface to the user's role and responsibilities. Instead of a one-size-fits-all dashboard, each persona sees a curated view of the data, tools, and actions most relevant to their job function.
Personas
| Persona | View highlights |
|---|---|
| Infrastructure operator | Resource list, change feed, active findings, runbooks, quick actions |
| Platform engineer | Graph explorer, dependency analysis, policy management, plugin configuration |
| Engineering manager | Health scores, trends, team-scoped views, compliance status |
| Security engineer | Security findings, exposure analysis, compliance reports, policy violations |
| Finance / FinOps | Cost breakdowns, waste reports, RI recommendations, budget tracking |
| Compliance officer | Audit reports, evidence collection, control mapping, compliance calendar |
| Executive / CTO | Executive health score, high-level trends, goal tracking, board-ready reports |
Custom views
Users can create custom persona views tailored to their specific needs:
- Widget selection -- choose which widgets appear on the landing page
- Default filters -- set default scope, provider, and resource type filters
- Action shortcuts -- pin frequently used actions to the toolbar
- Saved queries -- save frequently used Cypher queries for quick access
- Notification presets -- default notification preferences for this persona
- Theme preferences -- dark mode, compact view, density settings
Role-based defaults
When a user first logs in, the system detects their role (via RBAC or OIDC groups) and automatically selects the appropriate persona view. The user can switch to a different persona at any time.
Default dashboards
Each persona has a default dashboard that serves as their home screen:
- Operator home -- resource search bar, recent changes, active findings, scope selector
- Engineer home -- graph search, policy status, discovery health, integration status
- Manager home -- team health scores, trend charts, compliance summary, recent wins/degraders
- Executive home -- executive health score, goal progress, high-level trends, top risks
Permissions integration
Persona views respect RBAC permissions. A user can only see data and actions they are authorized to access:
- Scope-based -- users only see resources in scopes they have access to
- Action-based -- edit, delete, and configuration actions are hidden if not authorized
- Data-sensitive -- credentials and secrets are never visible in operator or viewer personas
- Audit-compliant -- admin and audit personas can see cross-scope data and activity logs