How to Access Vendor Onboarding in Xvantage for Associates

Overview:

This article provides a step-by-step guide about how you can access the Vendor Onboarding feature in Xvantage for Associates (X4A).

Subtopic 1: How to view your vendor leads

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates(X4A) and open it.  

3. Within X4A, hover over the left navigation menu and click Vendors.

4. Select Vendor onboarding from the sub-menu.

5. At the top, you will find various tabs that include:

   • New Leads  

   • Active Managed Leads

   • Active Unmanaged Leads

   • Inactive/Rejected Leads

   • Onboarded Leads  

6. Click on the appropriate tab that you want to view.

7. Information such as the following will be displayed:

   • Company Name

   • Primary Contact

   • Lead Start Date

Subtopic 2: How to use the Filter option in vendor onboarding

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates(X4A) and open it.  

3. Within X4A, hover over the left navigation menu and click Vendors.

4. Select Vendor onboarding from the sub-menu.

5. On the right-hand side of the page, you will see the Filter button with six (6) existing criteria. You may select more than one criteria to narrow down your search.