Overview:
This article provides step-by-step instructions on how to use filters in the Vendor Onboarding section of Xvantage for Associates (X4A) to quickly narrow down vendor lead results.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates (X4A) and open it.
Within X4A, hover over the left navigation menu and click Vendors then select Vendor Onboarding.
Click the Filter button located on the right side of the screen.
Select one or more filter criteria from the available options.
Click Apply to filter the vendor onboarding results.
The displayed list will now reflect only the vendors matching your selected filters.