Overview:
This article explains how to share an HPE request with another user or team in Xvantage for Associates (X4A) CRM while retaining ownership of the request.
Process:
Go to My Apps and open Okta.
Search for X4A and open it. Xvantage for Associates (X4A) opens in a new browser tab.
Tip: Alternatively, you can open Xvantage for Associates directly from My Apps.
In X4A, select Sales from the left navigation menu.
Select CRM from the Sales sub-menu.
In the CRM’s left navigation menu, navigate to HPE Requests under the Sales section.
By default, the Active HPE Configs view opens. If necessary, use the view dropdown menu to switch to a different view.
Locate the HPE request you want to share using the Filter By option or the Quick Find search feature.
Select the request by checking the box next to the corresponding record.
In the command bar, click Share.
In the Share Record window, search for and select the user or team you want to grant access to.
Select Share Manage Access if you want the recipient to be able to manage sharing permissions for the request.
Check the Share Manage Access option.
Assign the appropriate permissions based on the level of access required:
Read – View the request.
Write – Modify the request.
Delete – Delete the request.
Append – Associate the request with another record.
Append To – Allow other records to be associated with the request.
Assign – Reassign ownership of the request.
Share – Share the request with other users.
Click Share to save the permissions and grant access to the selected user or team.
The HPE request is shared with the selected user or team, allowing them to access the record according to the permissions assigned, while the original owner retains ownership of the request.