How to Navigate in Deal Analyzer Administration Tab in Xvantage for Associates

Overview:

This article provides guidance on how to navigate in Deal Analyzer Administration tab in Xvantage for Associates.

Note: Credit & Finance has view access, while the Legal and Accounting roles have editing rights.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

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

4. Click Deal Analyzer and navigate to Administration tab.

5. Available sections are:

• Central vendor groups - a list with all vendor groups and ability to Delete, Edit or Add a new one. Export function is available to download the list.

• Delegates - a list with all delegates and ability to Delete, Edit or Add a new one.

• Owners - Re-assign the individuals responsible for owning the deal and updating post approval information.