XTM Portal 3.0 Administrator Guide (closed Beta version)

Log in to XTM Portal as an Administrator.

In the menu on the left of the screen, select the cog icon . The Settings tab screen is displayed.

In the Settings tab screen, select the GENERAL tab.

In the GENERAL tab screen, select the LOGIN/SIGN-UP tab.

1. In the LOGIN/SIGN-UP tab screen, in the Login area, select the method(s) for logging in to XTM Portal. To do so, use the relevant toggle switches:

   • Default log in by email: this login method is selected by default and cannot be deactivated. It will be possible to deselect this option once the SSO login option is developed. For details about this login procedure, see Logging in to XTM Portal using your email and password.

   • Log in with SSO: this login method will be available soon. You will be able to select this setting to enable logging in with a Single Sign On (SSO).

   • Log in with link: select this setting to enable users to log in to XTM Portal with a link that is sent to their email. For details about this login procedure, see Logging in to XTM Portal with a link.

     Note

     The link with authorized access to XTM Portal is active for one hour. If a user generates a new link before one hour passes, the old link becomes inactive automatically.

2. In the LOGIN/SIGN-UP screen, in the Registration area, select the method for new users to sign up to XTM Portal. To do so, use the relevant toggle switches:

   • Allow registration via this page: if you select this setting, new users will be able to register using the XTM Portal website.

   • Activate user on registration without administrator approval: you can specify if new users must be approved by an XTM Portal Administrator, or not. If you turn the toggle switch:

     • on – new users are created and activated and can access XTM Portal straight away. XTM Portal Administrator's approval is not needed.

     • off – new users must be approved by an XTM Portal Administrator before they can log it to XTM Portal for the first time. XTM Portal Administrator is notified by an email about a new user activation request. In the email, they have two links:

       • to edit the relevant user: if they select this link, in XTM Portal they go directly to the new user's editing page. In it, they can:

         • activate the new user to authorize their access to XTM Portal. To do so, they need to switch the Is active toggle on, and select the Save button, in the top right-hand corner of the screen.

         • edit user details entered by the new user (for details, see Editing user details).

         XTM Portal Administrator can also delete the new user, in the XTM Portal user list (for details, see Deleting users).

       • to log in to XTM Portal: if they select this link, in XTM Portal they go the homepage. If they select the users icon , in the menu on the left of the screen, they can perform a number of actions on the new user (for details, see User management).

Select the Save button in the top right-hand corner of the screen.