How to Search for Vendor Accounts in Xvantage for Associates

Overview: 

This article provides a step-by-step guide on how to browse through and find specific vendor accounts in XVantage for associates (X4A). 

Process: 

1. Go to My Apps and look for Okta.
2. Within Okta, click on Xvantage for Associates (X4A).
3. In the left navigation menu, click Vendors then select Account Management.
4. The Managed Accounts will be displayed.
5. You can browse each of these categories via the search bar at the top left of the page, which allows you to locate specific vendors by using the following criteria such as Vendor Account, Vendor ID, Primary Contact, Email Address, Phone Number, Country and Assigned To. To change the criteria based on which you’re searching, click on the drop-down menu on the left of the search bar and select your desired option.
6. Once you have found the correct vendor, click the vendor account (a hyperlink) in the list to access the account.