How to Add a New User to an Existing Vendor's Account in Xvantage for Associates

Overview:

This article provides step-by-step instructions on how to add a new user to an existing vendor account in Xvantage for Associates (X4A).

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 then select Account Management.

4. From the drop-down menu, select Vendor Account.

5. Use the search bar to find the vendor account where the new user will be added.

6. Click the Vendor Account Name (displayed as a hyperlink) to open its details.

7. Click the X4V Users tab.

8. Click Add User (located next to the Filter option).

9. In the pop-up window, enter the required details:

   • First Name

   • Last Name

   • Email Address

   • Country

   • Invite Email Language (select from the drop-down)

   • Title/Designation Role (select from the drop-down)

10. Once all fields are completed, click Invite to send the user invitation.