If PeopleXD access is needed for someone who is not an employee of the company, for example a contractor or auditor, follow the steps below.
Add the External Users widget to the security dashboard
Navigate to the Security dashboard.
Select the Menu Profiles tab.
Search for the menu profile PORTALMIGRATION_SECURITY.
Select Manage Menu Options.
On the Select Systems pop up, select CoreSecurity and Web Services, press OK.
Enable the following options.
External Users Creation.
Create External.
Delete External.
Get External.
Create the external user
Navigate to the Security Dashboard.
Select the User Management tab.
Select Create External User from the External Users widget.
Complete all fields on Add External User form, then click OK.
The user will be created with the following default menu profiles.
COREPORTAL_ADMIN.
COREPORTAL_MANAGER.
COREPORTAL_EMPLOYEE.
Add/Edit menu profiles to the users profile
Navigate to the Security Dashboard.
Select the User Management tab.
On the System Users widget search for the External User that was created in Step 2.
Select Manage Account.
Navigate to Menu Security.
Search for the menu profile.
Add/Enable the relevant menu profiles for the user e.g. the pay portal menu profile is PORTALMIGRATION_PAYROLL.
The external user will now be able to login to Portal to manage the solution with the username and password details created above. In addition the system users (i.e. who you see access) can be enable for the user by the Security User following the steps above or the newly created external user.