Overview:
This section explains how to manage user access in Xvantage. You can view the list of associated users, add new users, modify their details, assign roles, and activate or deactivate user access as needed.
Note: This tab is only visible when you have web administrator permissions. If you do not have admin permissions kindly reach out to your IM web support team.
Table of Contents:
How to view user details
How to modify user details
How to update user permissions
How to reset user password
How to add a web admin
Subtopic 1: How to view user details
Process:
Log in to Xvantage.
Click the User Profile icon in the top right corner of the 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.
This section displays a list of all users associated with your account, including the following details:
Name
Username
Email address
Role (e.g., Admin, Order and/or RMA)
Active user status (toggle switch)
Use the search bar to quickly find users by name or username.
To delete a user, click the Delete icon (trash bin symbol) next to their entry.
You can also enable or disable a user using the Active user toggle switch.
Subtopic 2: How to modify user details
Process:
In the Account Settings page, navigate to the Manage users tab.
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.
It will open the Edit User Screen panel with pre-filled information.
You can edit the following details:
First name
Last name
Email address
Mobile number
Phone number
Note: The Username field is not editable.
Subtopic 3: How to update user permissions
Process:
In the Account Settings page, navigate to the Manage users tab.
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.
It will open the Edit User Screen panel with pre-filled information.
Under Select permission level, you can modify:
Basic, Support, Purchase, All, Reset
Ordering: Place orders, fulfilment, view order status
Shopping: View reseller price, create carts
Quotes and Returns
Financials: View, manage invoices and credits
Unite Permissions: Manage subscriptions
View insights
Subtopic 4: How to reset user password
Process:
In the Account Settings page, navigate to the Manage users tab.
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.
It will open the Edit User Screen panel with pre-filled information.
Click the Reset Password button to send a reset link to the user’s registered email.
After making all necessary changes, click Save to update the user profile
Click Cancel to discard the changes.