How to Edit the Associate’s Details in Xvantage for Associates

Overview:

This article provides step-by-step instructions on how to edit associate’s details in Xvantage for Associates (X4A).

Before proceeding, ensure that an update request has been submitted via the Service Portal, either by the associate or on their behalf. Once the request is approved, the administrator will receive an email notification.

Important: This is applicable for Business or Country Admins only.

Process:

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates (X4A) and open it.
Within X4A, hover over the left navigation menu and click Administration, then select Associate Profiles.
Use the search bar to find the associate you want to edit.
Once located, click the name to open its details.
Click Edit on the right side of Associate Information.
You can update only the following information:
1. Operations Manager
2. Operator ID
3. Primary IS#
4. Secondary IS#
5. External IDs
6. Reports: choose between Standard, Confidential or Standard & Confidential.
Enter the IM Serve Ticket number.
Click Save to apply the changes.