How to Add Delegates in Deal Analyzer in Xvantage for Associates

Overview:

This article explains how to add a delegate in Deal Analyzer.

Note: This process is only for Credit, Finance, Legal, and Accounting.

Process:

1. Go to My Apps and open Okta.

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

3. Within X4A, hover over the left navigation menu and click Finance.

4. Select Deal Analyzer.

5. Click the Administration tab.

6. By default, the Central Vendor Groups page is displayed.

7. Select Delegates.

8. Click +Add Delegate.

9. The Delegate Details pane opens on the right.

10. Complete the following fields:

    • Assignment

      • Primary Approver (Granting Authority)

      • Delegates

    • Authorization Period - select the Effective Date and End Date

11. Click Save.