XTM Cloud v 13.1

Adding Customers

  1. Go to the main XTM view, select the Customers tab.

  2. Select the Add Customer button.

  3. Fill in the form. The only obligatory data on the screen is the customer’s name, marked with a red asterisk asterisk-solid.png.

    1. Select a default Project Manager for the new customer.

    2. project watchers: add other Project Managers as project watchers so that they receive emails about the progress of their projects.

  4. Select Add.

Dummy customer

You can create a TM and term-only customer to act as a dummy customer for importing historic TM and terminology. You will be able to apply this TM and terminology to projects created for other customers.

Important

You will not be able to create projects for a dummy customer!