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XTM Portal 3.0 Administrator Guide (closed Beta version)

Creating users

In XTM Portal, as an Administrator, you can create XTM Portal users.

To create an XTM Portal user:
  1. Log in to XTM Portal as an Administrator.

  2. In the menu on the left of the screen, select the users icon user_circle.svg.

  3. In the User list screen, select the Create button at the top of the users list, on the right.

  4. In the Create Users screen, provide the following user details:

    • Email (mandatory).

    • First name (mandatory).

    • Last name (mandatory).

    • Password (mandatory).

    • select the Is active parameter (mandatory) to specify that a user is to be active.

    • select the Is admin parameter (mandatory) to specify that a user is to be an XTM Portal Administrator.

    • specify the Customers for which the relevant user can create projects. By default, each user can create projects for all customers specified by Administrator in XTM Portal Translation request page. To limit access for the relevant user to only specific customers, select the relevant customer(s) from the dropdown.

    • specify which customer (out of the customers for which the relevant user can create projects) is the Default customer. To do so, select the relevant customer from the dropdown. The selected customer will be preselected, in every Translation request that they will complete. If required, they can select another customer from the Customer dropdown, in the Translation request form.

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