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XTM Mobile 3.0

Users

This screen displays a list of users in your system.

Select a user from the list to display their details including phone numbers, language combinations, e-mail address, role, and workflow steps.

Users.png

Users list - Android

Users.png

Users list - iOS

You can send an e-mail message to a user or call them directly from the app, provided they have at least one phone number configured. If they have several phone numbers configured, you can select which one to call. When the user has a mobile, you can also send them a text message.

Adding new users
  1. Select the plus icon to start adding a new user.

  2. Fill in the required details.

Accessing user details
  1. Select Users and next tap on the caret-right-solid.svg icon and select Users again.

  2. Tap on a user name whose details you want to open.

  3. Select:

    • General information, which you can edit by tapping the pencil icon pen-solid.png

    • Rate cards, which you can filter by Currency

      Note

      You can access Rate cards in read-only mode.