Set Onboarding Persona
onboarding_persona_setSet workspace persona to adjust module visibility, default chart of accounts, and onboarding checklist. Supports self-employed, SME, agency, or accounting firm.
Instructions
Set the workspace persona. Drives module visibility, default chart-of-accounts, and onboarding checklist. Personas:
'autonomo' — self-employed (autonomo Spain)
'empresa' — small/medium business
'agencia' — agency / consultancy
'gestoria' — accounting firm (manages multiple client workspaces)
Idempotent: setting the same persona again is a no-op. / Define la persona del workspace. Determina modulos visibles, plan contable y checklist.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| persona | Yes | Workspace persona / Persona del workspace |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| persona | Yes | ||
| updatedAt | No | ||
| workspaceId | No |