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XTM Cloud 25.3

Establishing a connection with an 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 these 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, for the relevant LSP, check the icon on the right-hand side of the screen. If it is:

    • a red icon green_connection_error.svg that displays the Connection details required label when you hover over it: the connection information has not been entered or is not correct. 

    • a green icon green_connection_succcesful.svg that displays the Two-way connection established label when you hover over it: the connection is working. 

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

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