How to Use Filters to Search for End User Accounts in Xvantage for Associates

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Overview:

This article provides the step-by-step process on how you can view the End User Account list with the use of the available filters in the 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 User.

  4. Then, click End User Accounts.

  5. Use the series of filter options located just above the end user accounts list:

    • Account Status – All, Pending, Approved

    • End User Details – ACOP ID, City, End User ID, Reseller BCN, End User Name, Reseller EU ID

    • Date Range

  6. Once the needed filters have been applied, the list will refresh automatically.

  7. From the list, click the hyperlinked End User ID to view their information.