Overview:
The Xvantage Digital Assistant can help diagnose feature-level access issues with the help of the Security Agent for the following Xvantage features: Bid Tool, Bid Search, Orders, Convert Quote to Order, ACOPs / Special Pricing, Cost Editor, Price Editor, Price List, Products vNext / AG Grid, Account Partners, Single View Credit / Credit Reviews, Activity Overview, KB Items, Lead, Contact, Opportunities, Vendors, Customer Survey, Account Vendor Profile, AQ Preferences, Addresses, Account Group, and Notes.
This article provides step-by-step instructions on how to check feature-level access using the Xvantage Digital Assistant.
For access issues involving features not listed above, contact your CRM Administrator for assistance.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates (X4A) and open it.
Click the Digital Assistant chatbot.
Review and accept the Chatbot Terms of Use by clicking Agree and Continue.
Enter your inquiry about the specific feature you cannot access or you want to check. Include your email address and the country for which you want to verify access.
Review the Xvantage Digital Assistant's response and follow the recommended next steps based on your access status.
Example Scenarios:
Scenario 1: User is unable to access a certain feature
If you do not have the required access, the Xvantage Digital Assistant will identify the missing security role and provide instructions on the next steps.
If you already have the required access, the Xvantage Digital Assistant will provide troubleshooting guidance to help you determine what steps to take to make the feature visible.
Scenario 2: User is unable to convert a quote
If you do not have the required access, the Xvantage Digital Assistant will identify the missing security role and provide instructions on the next steps.
If you already have the required access, the Xvantage Digital Assistant will provide troubleshooting guidance to help you determine what steps to take to make the feature visible.
Scenario 3: User is unable to see the price list
If you do not have the required access, the Xvantage Digital Assistant will identify the missing security role and provide instructions on the next steps.
If you already have the required access, the Xvantage Digital Assistant will provide troubleshooting guidance to help you determine what steps to take to make the feature visible.