How to Activate an Associate in Xvantage for Associates

Overview:

This article provides step-by-step instructions on how to activate a newly added associate in Xvantage for Associates (X4A).

Important: This is applicable for Business and Country Admins only. Users with System Admin Basic+ role can manage user profiles.

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates (X4A) and open it.
Within X4A, hover over the left navigation menu and click Administration, then select Associate Profiles.
Use the search bar to find the associate you want to activate.
Once located, click the name to open its details.
On the right side of the screen, click Activate.
A pop-up window will appear. Enter the IM Serve Ticket number, then click Activate.
The associate’s status will now be updated to Active.