How to Add a New Partner in Xvantage for Associates

Overview:

This article provides instructions on how to create a new partner in Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

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

3. Within Xvantage for Associates, hover over the left navigation menu and click Administration and then select EDI Configurator. A new page will appear.

4. Click the plus icon (+) below EDI Metrics that appears at the top-right corner. A small pop-up box will appear.

5. Enter the Partner ID to create and add a new partner.

6. Click Save to add the new partner.