Guidelines

1. In order to create users in XTM, you need to have a project manager (PM) role.

2. Go to Users → User list → Add user.

3. Enter First name and Last name for the user. Then select a proper Role. Make sure it is displayed in the right column. There are seven roles in XTM in total:

• Administrator;

• Project Manager;

• Terminologist;

• TM Expert;

• (Limited PM) PM - projects & customers;

• (Limited PM) PM - project creator & viewer;

• Linguist.

Select Workflow steps and make sure they are also displayed in the right column. Depending on the selected role, workflow steps can be available or greyed out, for only users with a Linguist role can participate in workflow steps.

4. In the next part of the page, fill in the Username, Nickname (displayed in the XTM Messenger), Password and confirm it in the Confirm password field, e-mail address in the E-mail field, and choose the Default currency. Next click the Save button.

5. You will need to confirm the changes by retyping the user’s password in a separate dialog window:

6. In the Access rights section, you can configure various additional permissions for this user.

7. The newly-created user has been created and is now in the User list.