How to Modify End User Information in Xvantage for Associates

Overview:

This article provides the steps on how to modify end user information in Xvantage for Associates.

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 End Users.

4. Select End User Accounts.

5. Find the account that interests you and click on the End User ID (the leftmost column in the search results) to open a page with the details of the end user.

6. Within the end user account page, you can make the following modifications:

   • Update Market Segmentation: 

     ○ To update the market segmentation, click the pencil icon right under the end username (located in the small Segment pane on the top left).

   • Add/Edit Contact:

     ○ To add a new contact, navigate to the Contacts tab and press the blue Add Contact button on the top right. 

     ○ To edit an existing contact, click the blue pencil icon on the left of the reseller you want to modify.

   • Add/Edit Address:

     ○ To add a new address, navigate to the Address tab and press the blue Add address button on the top right. 

     ○ To edit an address, click the blue pencil icon on the left of the reseller whose address you wish to update.

   • Add Reseller:

     ○ To add a reseller, navigate to the Affiliated reseller tab and click the blue Add Reseller button on the top right.

   • Deactivate Reseller

     ○ To deactivate a reseller, click the red Deactivate button on the right of your desired reseller (in the Affiliated reseller tab).