📌Note: The following information is only related to organisations using PeopleXD in an Access Evo tab.
PeopleXD users created as part of your initial PeopleXD project solution can access your non-production PeopleXD environment through Access Evo.
The UAT environment is accessed by clicking your company name/logo in the top-bar of Access Evo, which reveals the organisation drop-down menu.
There are 4 steps to this process, which are:
Create your PeopleXD employee: Typically, your employee record already exists in the UAT system. If that is not the case, you can complete this step in PeopleXD.
Create authorised non-production users: This simply highlights specific users as suitable for accessing your UAT environment. This step is completed in PeopleXD.
Assign PeopleXD Product Role in Access Evo: Ensure the Workspace user has the PeopleXD product role. This step is completed in your Access Evo UAT environment.
Log-in to the non-production PeopleXD environment: Finally, log in to your UAT environment. This step is completed in your Access Evo UAT environment.
Create authorised non-production users
To set authorised users for non-production environment access, as a PeopleXD admin, follow the steps below.
Navigate to the Evo Configuration widget on the Security dashboard.
Click Authorised Non-Production Users.
🤓Tip: In this widget, you define the authorised users that should have access to non-production environments.
Click Add User, then select a user from the Person list.
Click OK. The user is now synced to your non-production Access Evo site.
📌Note: A clone from your production environment to your UAT doesn't overwrite the list of authorised users.
Assign XD Product Role on Access Evo
To grant the newly authorised non-production user access to the PeopleXD product, follow the steps below.
Navigate to your non-production Access Evo site, then click Members.
Search for the user, click the three-dot menu, then click Manage Roles.
Select User from the PeopleXD drop-down, then click Save Changes.
Send an Access Evo invite to the user in PeopleXD.
Log into the non-production PeopleXD environment
After the user has accepted the Access Evo invite, they can log into the non-production environment. To do this, follow the steps below.
Log into Access Evo as an authorised non-production user.
Expand the my organisations menu, located beside your Access Evo organisation name.
Authorised users now display the option to select a number of Access Evo sites, production (P) or non-production (U or C).
Select the relevant environment.
🤓Tip: Non-production environments display a UAT label.
Access to the Evo Configuration widget
The following menu options must be enabled on the user’s relevant menu profile to gain access to the Evo Configuration widget with the relevant options required.
System | Menu Option | ID |
Web Services | Get workspace config | WS_SYSTEM_MENU.GET_WORKSPACE_CONFIG |
Web Services | Create workspace sync authorised | WS_SYSTEM_MENU.POST_WORKSPACE_SYNC_AUTHORISED |
Web Services | Delete workspace sync authorised | WS_SYSTEM_MENU.DELETE_WORKSPACE_SYNC_AUTHORISED |
Web Services | Get workspace sync authorised | WS_SYSTEM_MENU.GET_WORKSPACE_SYNC_AUTHORISED |
CoreSecurity | System - Workspace Configuration Widget | WORKSPACE_CF_MENU.WORKSPACECONFIG |
CoreSecurity | Workspace Configuration - Authorised Non-Production Users | WORKSPACE_CF_MENU.AUTHORISEDUSERS |