Overview:
This article provides step-by-step instructions on how to view the list of associates assigned to a vendor lead and their details in the Vendor Onboarding section of Xvantage for Associates (X4A).
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.
Navigate to the appropriate tab based on the vendor lead’s status:
New Leads
Active Managed Leads
Active Unmanaged Leads
Inactive / Rejected Leads
Onboarded Leads
Use the search bar to search for the Company Name.
From the search results, click the Company Name (a hyperlink) to open the vendor details.
Click the Assigned Associates tab.
The screen will display the assigned associate/s along with the following information:
Name
Email Address
Type
Date Added
Date Removed
Added By