How to Add a New User in Xvantage™

Overview:

This document explains how to add a new user to Xvantage.

Note: This functionality is only visible to admin users of the platform. Any user without admin rights will not be able to see it.

Log in to Xvantage.
Navigate to the top right corner, click the blue button with your user initials in the top right corner of the home screen.
This will open the My Account menu. Go to the Account Settings section.
In the Account Settings page, navigate to the Manage users tab.
To add a new user, click the Add new user button in the top-right corner. It will open the form that needs to be filled.
Enter Basic User Information in the required fields marked with an asterisk (*):
- First name
- Last name
- Username
- E-mail address
- Mobile number (optional)
- Phone number (optional)
Under the Select permission level section, you can:
- Choose a preset like Basic, Support, Purchase, All, or Reset.
- You can toggle on/off specific features such as:
  - Basic: Basic Permissions
  - Shopping: View reseller price and availability
  - Carts: Create Carts
  - Ordering: Place orders, view status, Fulfilment ordering, No password confirmation required, View order status, Back order report
  - Quotes: Create quotes
  - Returns: Create returns
  - Financials: View and manage invoices, view and manage credits
  - View Insights: View insight
After selecting all necessary fields and permissions, click Save at the bottom right corner to create the user profile.