Overview:
This article provides the step-by-step process on how to change an end user account’s segment on the Xvantage for Associates.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click End Users.
Select End User Accounts.
From the list, click the hyperlinked End User ID to view their information.
Click the pencil icon found beside the end user’s segment located at the top left side.
A small pop-up box with an edit contact form will appear. It will require information such as:
Reseller or BCN (number)
Primary contact name
Email
Phone number
Click Save.
Once done, a confirmation message will appear.