How to Edit Xvantage for Vendors User Details via Xvantage for Associates

Overview:

This guide outlines the steps to edit the details of an active Xvantage for Vendors user using Xvantage for Associates. Only users with an Active status can be edited.

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 Vendors then select Account Management.

4. From the drop-down menu, select Vendor Account. 

5. Use the search bar to find the vendor account. 

6. Click the Vendor Account Name (displayed as a hyperlink) to open its details. 

7. Click X4V Users tab.

8. Use the search bar to find the X4V user you want to edit. Only users with an Active status can be edited.

9. Click the ellipsis icon (⋮) and select Edit.

   

10. The user’s details will be displayed. Click the pencil icon to edit the required information.

11. After making the necessary changes, click Save to update the user’s information.