Security & User Management
Security tasks, user management and configuration
By Steve and 4 others5 authors21 articles
Security: Portal password reset parametersVerification options available for resetting the password of a portal user.
Security: Single sign-on users unable to login to portalA new user is unable to logon to the system - an integrity test indicates that the LDAP account does not exist and that they will be unable to login…
Security - When to create a new menu profile or update an existing oneAn existing user requires access to a specific screen or menu option, what is the best way to enable this?
Security: Create a menu profileCreate a new menu profile and assign menu options.
Security: How to update system user accessHow to update system user access for back office and portal accounts
Security: No access to modules in back officeUser logs on to back office and all options are blank. The user cannot access CorePersonnel, CorePay, and CoreTime - they cannot see any of the options and cannot click…
Security: Error '404: Not Found' when using HR Person LinkI am getting Error '404: Not Found' when trying to update the employee that is connected to a Portal account.
Security changes when in Access EvoSecurity changes to System Users, Self Reg widget and Security Dashboard.
Setting up an external userCreating a portal account for an agent or contractor who is not an employee of the client.
Portal: Assign a menu profile to a userHow to assign menu profiles to individual users.
Add menu options to a menu profileManage a user’s access by assigning menu options to their menu profile.
Manage user accountsCreate, configure, and maintain portal user accounts in PeopleXD.
Custom email invites on PeopleXD EvoConfigure and send branded invitation emails to new Evo users instead of the default system template.
Access Identity and Authentication
Access Identity and Authentication
Set up username accountsSet up username accounts for employees without email addresses.
Set up a security policy - SSO via OIDC usersSet up security policies in Access Identity to control how users access PeopleXD using single sign-on federated login via OpenID Connect (OIDC).
Set up a security policy - email and password usersSet up security policies in Access Identity to control how users access PeopleXD using email and password authentication.
Configure automated invitesConfigure automated email invitations for new PeopleXD Evo users.
User Management
User Management
Manage system lockoutLock all users out of PeopleXD and manage exemptions for users who need continued access.
Configure product access and security settingsRestrict access to PeopleXD products, manage external content, and view user sessions.
PeopleXD Evo members sync overviewUnderstand how members sync automatically creates and maintains Access Evo members accounts from your PeopleXD employee records.
Create external users in PeopleXD EvoCreate external user accounts with username and password credentials so they can access PeopleXD Evo.