Overview:
This guide explains how to manage vendor access to Cloud Vendor and Cloud Connect features via Xvantage for Associates.
Important:
This guide applies to vendor cloud feature enablement only. It does not provide or manage user or salesperson access to the Cloud Opportunity form or the IM360 Salesperson Cloud sales platform. To request access, to view, or use these sales features, submit the approved access request form via the IM Service Portal.
Process:
Go to My Apps and click Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click Vendors then select Account Management.
From the drop-down menu, select Vendor Account.
Use the search bar to find the vendor account you want to manage the inventory reports using the performance & insights module.
Click the Vendor Account Name (displayed as a hyperlink) to open its details.
Click on Cloud Configuration tab.
Inside Cloud Configuration tab, click on blue button Enable as Cloud Vendor.
There will be two categories available: X4V Visibility and Cloud Catalog Overview.
Under X4V Visibility, tick on the toggle switches: Show Cloud Features in X4V and/or Show SSO Connect Link in X4V. Choose next. All results will lead back to Cloud Catalog Overview.
