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XTM Cloud 13.8

Establishing a connection with LSP

Note

Your XTM Cloud Administrator must first enable subcontracting in your XTM Cloud instance, so that you can set up a connection with a subcontractor and send projects to them. For details, see Enabling subcontracting.

  1. Select Users > LSPs.

  2. In the LSPs list, select the relevant LSP.

  3. In the LSP Editor, select the link-regular.svg Connection tab.

  4. In the Connection information from the LSP section, enter the mandatory details:

    • LSP's XTM server address

    • Company login name

    • LSP ID

    • Password

  5. At the bottom of the page, select Save.

Procedure. Checking if the connection with an LSP is active

  1. Select Users > LSPs:

  2. In the LSPs list, check the Connection column. If you see:

    • the red dot: the connection information has not been entered or is not correct. 

    • the green dot: the connection is good. 

    • the gray dot: LSP has been deactivated.

  3. You will get an email when a two-way connection has been established.

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