Managing users
You can view and manage all users from the Users tab in the top navigation bar.
To edit a record, select the menu icon
in the first column to bring up a context menu. From the context menu, it is possible to:
Edit user settings, such as Address, Languages, Rate cards.
Activate/Deactivate a user
You can deactivate users to prevent them from logging in and performing any action in XTM
Set as Unavailable/Available to highlight that the user is busy, on holiday or sick, etc. and will not be involved in any new projects until set to available again
Unblock a user that has been automatically blocked by the system
Delete a user
Searching for Users
Go to the Users tab.
Enter the search phrase in the search field and click the Search button.
XTM will then search by username, first name, last name, email address.