Editing user details
In XTM Portal, as an Administrator, you can edit the XTM Portal user details in the Users screen.
Log in to XTM Portal as an Administrator.
In the menu on the left of the screen, select the users icon
.In the User list screen, select the user whose details you want to edit. You will see the following user details:
Email.
First name.
Last name.
Whether a user Is active.
Whether a user Is admin.
Customers: the customer(s) for which the relevant user can create projects.
Default customer: the selected customer will be preselected in every Translation request that the relevant user will complete.
Who created the user.
Who updated the user details.
The date on which the user was created.
The date on which the user details were last updated.
Select the Edit button in the top right-hand corner of the screen to edit the details for the selected user.
In the Edit screen, edit the user details, as required. You can:
edit the user's Email.
edit the user's First name.
edit the user's Password.
make a user an XTM Portal Administrator. To do so, select the Is admin toggle switch.
make a user an active. To do so, select the Is active toggle switch.
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.
Next, you can either:
select Save to save changes made to the user details.
or select Cancel to close the user edition screen.