XTM Cloud 25.2

XTM Cloud Project Managers can create new Customer PMs.

1. Select Customers > Customer PMs.

2. In the top left-hand corner of the Customers > Customer PMs tab screen, select the Add customer PM button.

   Result: a Customer PM creation form is displayed.

3. In the General information section, enter all required data for the new Customer Project Manager. Mandatory fields are marked with a red asterisk .

4. In the Account privileges section, select the relevant settings for the new Customer Project Manager. Mandatory fields are marked with a red asterisk :

   1. Role select one of these options:

      • Manager.

      • Viewer.

      • Create and download.

      • Create and view.

   2. Workflow access select one of these options:

      1. Minimal: the user only sees information about the minimum status of the file. Information at the bundle level is not available for them.

      2. Standard: the user sees the status of each bundle.

      3. Trusted: the user sees each step of the workflow. However, the names of the Linguists are not visible to them. The Customer PM can also open the editor in view-only mode.

      4. Trusted with Editor access: the user has the same access right as with the Trusted option plus additional write access to the Workflow Editor.

   3. Terminology access select one or more of these options:

      • Add: the user can add new terms.

      • Delete: the user can delete existing terms. When you select this option, the View option is also selected automatically.

      • Export: the user can export existing terms.

      • Import: the user can import new terms.

      • Suggest: the user can suggest new terms. When you select this option, the View option is also selected automatically.

      • Update and: the user can update existing terms. When you select this option, the View option is also selected automatically. So, in the list of the selected options, you see Update and View.

      • View: the user can view existing terms. This option is selected automatically when some other options have been selected.

   4. TM access select one or more of these options:

      • Align: the user can use the Memory Builder feature (formerly known as TM Aligner).

      • Delete: the user can delete existing TM records.

      • Export: the user can export existing TM records.

      • Import: the user can import new TM records.

      • Modify: the user can modify existing TM records.

      • View: the user can view existing TM records.

5. In the Customer section, select the customer (mandatory setting) and whether the person is the primary contact for the customer.

6. In the Address section, enter Customer PMs contact details.

7. At the bottom of the screen, select:

   • Add to only create the relevant Customer Project Manager.

   • Add & new to create another Customer Project Manager after you have created the current one.

1. Select the Customers tab.

2. Select the context menu icon next to the relevant customer's name. Then, select Edit .

3. In the Edit tab screen, in the Basic information section, select Project Manager from the dropdown.

4. Select Save.

1. Select the Customers > Customer PMs tab.

2. In the Customer PMs list, select the relevant Customer Project Manager and click on their table row.

   Result: the Update Customer PM tab screen is displayed. In it, you see the relevant customer PMs' details.

3. In the General information section, make the required changes. Mandatory fields are marked with a red asterisk .

4. In the Account privileges section, make the required changes. Mandatory fields are marked with a red asterisk .

   1. Role select one of these options:

      • Manager.

      • Viewer.

      • Create and download.

      • Create and view.

   2. Workflow access select one of these options:

      1. Minimal: the user only sees information about the minimum status of the file. Information at the bundle level is not available for them.

      2. Standard: the user sees the status of each bundle.

      3. Trusted: the user sees each step of the workflow. However, the names of the Linguists are not visible to them. The Customer PM can also open the editor in view-only mode.

      4. Trusted with Editor access: the user has the same access right as with the Trusted option plus additional write access to the Workflow Editor.

   3. Terminology access select one or more of these options:

      • Add: the user can add new terms.

      • Delete: the user can delete existing terms. When you select this option, the View option is also selected automatically.

      • Export: the user can export existing terms.

      • Import: the user can import new terms.

      • Suggest: the user can suggest new terms. When you select this option, the View option is also selected automatically.

      • Update and: the user can update existing terms. When you select this option, the View option is also selected automatically. So, in the list of the selected options, you see Update and View.

      • View: the user can view existing terms. This option is selected automatically when some other options have been selected.

   4. TM access select one or more of these options:

5. In the Customer section, you can edit the customer (mandatory setting) and whether the person is the primary contact for the customer.

6. In the Address section, change the relevant Customer PMs contact details.

7. At the bottom of the screen, select Update.