Overview:
This article provides step-by-step instructions on how to add an associate in Xvantage for Associates (X4A). A request for X4A access must first be submitted via the Service Portal, either by the associate or on their behalf. Once the request is approved, the administrator will receive an email notification. The steps below outline how to proceed with adding the associate in X4A.
Important: This is applicable for Business and Country Admins only. Users with System Admin Basic+ role can manage user profiles.
Process:
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.
Click Add Associate.
Enter associate email to fetch other details.
Enter IM Serve Ticket number.
Click Add. The associate will be added with a status of Pending Activation.