How to Manage Team in My Insights in Xvantage for Associates

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Overview:

This article provides step-by-step instructions on how to manage your team in My Insights section of Xvantage for Associates (X4A). This feature allows you to view, update, and sync your team list with Workday to ensure accurate and up-to-date team data.

Process:

  1. Go to My Apps and open Okta.  

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

  3. Within X4A, hover over the left navigation menu and click Insights.

  4. Click My Insights.

  5. Click Manage Team, located on the right side of the screen just below your account profile.

  6. A list of your direct team members will be displayed. The list is limited to users within your country.

  7. To sync team data with Workday, click the Refresh button. Any new team members will be automatically added.

  8. To remove a team member, click Remove beside the member’s name, then click Update to apply the change.