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XTM Cloud 13.9

Adding users

Important

An Administrator can add and edit users with all roles, including additional Administrators.

A Project Manager can add and edit users with all roles, except for Administrators.

  1. Select Users tab > User list.

  2. In the top right-hand corner of the screen, select the Add user button.

    Result: the Add user > General info screen is displayed.

  3. Enter the user's General info. Mandatory fields are marked with a red asterisk asterisk-solid.png.

    1. Use the Roles field to specify the type of user. Select one or more roles that you want this user to perform. Some roles cannot be combined. For details, see User roles in XTM Cloud.

      Note

      If you select Linguist as the new user's role:

      • from the Workflow steps, select one or more workflow steps to which the new Linguist can be assigned. Your Linguist can only be assigned to the workflow steps that you specify. The list displays all workflow steps that have been created by your XTM Cloud Administrator and are currently active.

      • to ensure that the new Linguist can be assigned to one or more workflow step types that your XTM Cloud Administrator creates in the future, select the relevant option(s) in the Automatically add all new steps of type multiple selection field.

      • you can select the Dummy user for cost generation checkbox. When you do so, this user will be suggested as an assignee whose rate cards can be used for project cost calculation. Their name will be displayed in the Dummy assignee dropdown list in the Project Editor > Costs tab (for details, see Project Editor - Estimates: Costs) and in the Project Editor > New costs tab (for details, see Generating costs in the New costs tab).

  4. At the bottom of the General info screen, select Save.

  5. In the Enter your credentials popup, enter your XTM Cloud login password to confirm the new user's details or the verification code (if 2-step Verification has been enabled on your instance) and select Save.

    Note

    This step will not be required if the Verify user creation and password/email change setting has been disabled by your XTM Cloud Administrator. For details, see Passwords settings.

Result: a new user has been created and is now displayed in the Edit user screen. Use the tabs in the left-hand side pane to add other information relevant to the user's role. For example, for users with a Linguist role, ensure that you add all required rate cards for them. For details, see Adding user rate cards for the current rated carts and Adding a new rate card for new rate cards (Beta program). You can also add or edit these details at a later stage.

Important

If you have selected a Linguist role for your new user, ensure that you set language pairs to which they can be assigned. To do so, in the Edit user screen, select the Languages tab in the left-hand side pane. In it, add all required language pairs.

By default, a new user with a Linguist role has access to all customers in your XTM Cloud instance. You can limit their access to selected customers. For details, see Adding user access rights.

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