Creating a Person Record from the Internal Actor Table

If you are using other SmartSolve solutions, you can migrate your Internal Actor records into Person records and manage everything from the Person record. Once internal actors are migrated, they will be removed from the actor table and must then be managed from the person list.

1. From the Home tab on the Portal Page, in the Setup and Policy section, select Setup > User Management > Users.
2. Check the checkbox(es) of the internal actor to migrate. Click Action > Migrate to Person.
3. Zoom to select the position for the new Person record.
4. Click the Save button.
   Result: The internal actor has been migrated and the Person record has been created.

See Also

Creating a Person from the Portal Page

Person End User Steps