How to Use the Filters in X4V Users Tab in Account Management in Xvantage for Associaes

Overview:

This article explains how to use the filter functionality in the X4V Users tab within Account Management in X4A (UK) to refine user results based on specific criteria.

Process:

1. Go to My Apps and click Okta.

2. Search for X4A and click it. Xvantage for Associates (X4A) will open in another tab.

3. In the left navigation menu, click Vendors then select Account Management.

4. From the drop-down menu, select Vendor Account. 

5. Use the search bar to find the vendor account. 

6. Click the Vendor Account Name (displayed as a hyperlink) to open its details. 

7. Click X4V Users tab.

8. Click Filter, located on the right side beside Add User.

9. Apply one or more filters to narrow down the X4V user list. The filters help you quickly locate specific users and manage the list more efficiently. Available filters include:

   • Role

   • Country

   • Status