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Once both sides have specified all the information correctly, and clicked the Save button, a green message should be displayed, confirming that a two-way connection has been established.
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If the connection details are missing or incorrect, and a user clicks the Save button, a yellow message should be displayed, informing them:
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Why is it not possible to start the project on the LSP side when the LSP has been assigned to the first step in the project’s workflow?
If a yellow border is displayed in the project’s workflow on the LSP (contractor) side, when the LSP has been assigned to the first workflow step, this indicates that the project has simply not been started on the contractor’s side.
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As a troubleshooting measure, kindly ensure that you log out from all your devices and browsers. Remember, your Contractor provides a license for a single user, meaning that multiple active sessions are not permitted simultaneously.
Is it correct that a particular LSP can see other LSPs' names in the Dummy assignee dropdown?
Sometimes you might receive a remark from your LSP that when they go to a particular XTM project to generate the costs, they can actually see other Contractor LSPs' names in the Dummy assignee dropdown, in Project editor → Estimates → Costs → Dummy assignee.
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On the face of it, you might think that the LSPs in question should not be displayed in this dropdown since they do not even have access to an XTM customer under which this project was created in the first place [Users → LSPs → (select a relevant LSP) → Access rights → Customers → Customers].
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However, that is not the case at all and whether or not a particular LSP does have access rights to the XTM customer has nothing to do with him appearing in the Dummy assignee dropdown.
Instead, the mentioned LSPs can be visible in the said dropdown, as they have the Dummy user for cost generation setting in the LSP settings (LSP Editor → General).
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Therefore, in case you would not like to expose those LSPs as possible Dummy assignees for costs, you need to disable the mentioned setting for him.