How to Edit a Partner in Xvantage for Associates

Overview:

These steps will help you edit a partner in Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

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

3. Within Xvantage for Associates, hover over the left navigation menu and click Administration and then click EDI Configurator. A new page will open.

4. From the list of Partner IDs, select the checkbox of the one you want to edit.

5. Click the edit icon (pencil icon) below EDI Metrics that appears at the top-right corner. A small pop-up box will open.

6. Make the required changes.

7. Click Save to edit a partner.