XTM Cloud v 13.0

Setting up a connection with XTM contractor

The contractor sends an email with the login information required to set up a connection.

Admin users: Ensure subcontracting is activated in the Configuration > Settings tab.

  1. Go to the Users tab > LSPs.

  2. Select Add a new LSP, enter the contractor’s details. 

  3. Select Add.

  4. On the connection page, enter the connection details you have received in the email in the Connection information from the LSP section.

    Note

    Make sure there are no whitespaces!

  5. Select Save

A successful connection is set up and a confirmation message is sent by email to the contractor. 

Checking if the connection with an LSP is active
  • Go to Users > LSPs > Connection

    1. Green dot: the connection is good. 

    2. Red dot: the connection information has not been entered or is not correct.