How to Change User Access in Xvantage™

Overview:

This document explains how to manage user access in Xvantage.

Note: You must be an admin user to make these edits.

Process:

1. Log in to Xvantage.

2. Navigate to the top right corner, click the blue button with your user initials in the top right corner of the home screen.

3. This will open the My Account menu. Go to the Account Settings section.

4. In the Account Settings page, navigate to the Manage users tab.

5. To edit the user details, you can use the search bar to locate the user you want to edit or click the pencil icon in the Action column.

6. It will open the Edit User screen panel with pre-filled information. 

7. You can edit the following details:

   • First name

   • Last name

   • Email address

   • Mobile number

   • Phone number

Note: The Username field is not editable.

8. Under Select permission level, you can modify: 

   • Basic, Support, Purchase, All, Reset

   • Ordering: Place orders, Fulfilment ordering, No password confirmation required, View order status, Back order report

   • Shopping: View reseller price and availability

   • Carts: Create carts

   • Quotes: Create quotes

   • Returns: Create returns

   • Financials: View invoices, view and manage credit

   • Insights: View Insight

9. Click the Reset Password button to send a reset link to the user’s registered email.

10. After making all necessary changes, click Save to update the user profile

11. Click Cancel to discard the changes.