How to Add a Shortcut to the Persona Agnostic Page in Xvantage for Associates

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Overview: 

This article provides the step-by-step process on how to add a shortcut to the Persona Agnostic home page in Xvantage for Associates.

Process:

  1. Go to My Apps and click Okta.

  2. Search for Xvantage for Associates in Okta and click it. Xvantage for Associates will open in another tab.

  3. Scroll through the Persona Agnostic page until you see the Shortcuts tile. Click on the three dots/hamburger menu.

    Instructions to add shortcuts by clicking the three dots in the interface.

  4. Select Manage shortcuts. In the pop-up window, click + Add shortcuts.

  5. A new pop-up window will appear. In the top field add the URL address of the page you want a shortcut to. In the second field, add a Title for the shortcut.

    Manage shortcuts interface displaying URL and title input fields for quick access.

  6. Click Save. The newly created shortcut will appear as a tile at the bottom of the Persona Agnostic page.