SaaS team admin persona template

A B2B persona for the person who sets a tool up for everyone else. Use it when an admin decides whether the team adopts your product.

Name: Dan Reyes
Role: IT and operations lead at a 40-person company
Context: Trialling a new project tool because his boss asked him to. Has about an hour to decide whether it's worth rolling out, between other jobs.
Goals: Get the team invited and working in one afternoon
Know what it will cost at 40 seats
Not be the person who picked the tool nobody uses
Key tasks: Invite the team
Set permissions
Import existing data
Find the pricing and security answers
Frustrations: Pricing hidden behind a sales call
Permissions that take trial and error to understand
No way to see the product with real data before committing
Motivations: His name is on the decision. He'd rather pick the boring option that works than the exciting one that might not.
In their words: If I can't get it running in an hour, I'm not going to recommend it.
Why they would give up: An import that silently drops half the data, discovered after he's told the team it's ready.

Questions

Frequently asked questions

What's in the saas team admin persona template?

One fictional persona with a name, role, context, goals, frustrations, motivations, a quote and the reason they would give up.

Can I add a second persona?

Yes. Loading this template onto a persona you have already written adds it as a new persona, so nothing is overwritten.

Is the content real?

No. It's a fictional example written as a hypothesis, with no statistics and no real person behind it. Replace it with what your own research shows.

Do I need an account?

No. You can build, preview and download without signing in. You only sign in to share a link or save your work.