XTM Connect - HubSpot

XTM Connect - HubSpot administrator panel

HubSpot_administrator_panel.png

XTM Connect - HubSpot administrator panel overview

Administrator panel contents

The panel consists of:

  • user ID

  • user email address

  • client for which a given user has been created

  • user status

  • date on which the user was added or modified

  • clone user icon user-plus-left.png. For more information check Cloning users

  • edit user icon pen-solid.png. For more information check Editing users

Sorting users in the administrator panel

All users can be easily sorted by:

  • email

  • status

  • date added and modified

  • custom search

  • To sort in the ascending order: Click on the arrow arrow-up-solid.svg next to the chosen tab.

ascending_order.png

Sorting in the ascending order

  • To sort in the descending order: double-click on the arrow arrow-down-solid.svg next to the chosen tab.

Descending_order.png

Sorting in the descending order

Adding users of XTM Connect in the administrator panel

Note

Client name (your company name) is set automatically by XTM and cannot be modified.

  1. Log in to the XTM Connect administrator panel.

  2. Click Add User.

  3. Fill in the details of a new user:

    1. Email.

    2. Password.

    3. First name.

    4. Last name.

  4. Select the required interface language from the dropdown.

  5. Select the Active box – inactive users cannot use the connector.

  6. Click the down arrow angle-down-solid.png next to Connect to XTM and fill in the required fields with information about the XTM account:

    1. XTM URL: clients using xtm.cloud server can connect to: https://api.xtm-cloud.com/. Clients using private servers can connect to the URL of their XTM instance.

    2. XTM Company name.

    3. XTM User.

    4. XTM Password.

  7. Click Connect to XTM. Once the connection has been established, the Connected status appears in the dropdown.

  8. Fill in all the required details:

    1. XTM default customer.

    2. XTM default template.

    3. Default source language in CMS: this language is taken from XTM Cloud and is auto-populated in the connector. You can choose another language imported from XTM Cloud from the dropdown.

    4. Enforce user and template settings: users will only be able to use the settings defined by the admin.

  9. Click Save.

Once you created a user account, you need to share the user details with the user. The user can also use the Forgot Password option when logging in for the first time.

HubSpot_connect_user_new_api.png

Adding user details

Cloning users

Cloning users is a convenient feature that lets you copy the XTM configuration data and create a new user without the need to refill the form with all the required details.

To clone an existing user:
  1. Click the user icon user-plus-left.png . Clone this user.

  2. Fill in the new details:

    1. Email.

    2. Password.

  3. The remaining details are copied from the cloned user.

Once you created a user account, you need to share the user details with the user. The user can also use the Forgot Password option when logging in for the first time.

Cloning_user.png

Cloning user

Editing user details

To edit user details:
  1. Click the pen icon pen-solid.png next to the user you wish to edit.

  2. Edit data as required.

  3. Click Save.

Editing_user.png

Editing user