How to Assign a Vendor Onboarding Lead to an Associate in Xvantage for Associates

Overview

This article provides step-by-step instructions on how to assign a vendor onboarding lead to an associate within 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.
4. Select Vendor Onboarding from the sub-menu.
5. In the search bar, enter the Company Name of the vendor you want to assign.
6. From the search results, click the Company Name (hyperlinked) to open the vendor’s details.
7. Click the Assigned Associates tab.
8. Click Add Associate.
9. In the Associate Name field, enter the name of the associate to whom you want to assign the vendor lead.
10. You may or may not add a comment in the comment field.
11. Click Yes to confirm and assign the vendor lead to the selected associate.