How to create a customer

How to create a customer

 

Introduction

In XTM Cloud, the Customer is used to contain TM and terminology. You first need to add a Customer so that you can start creating projects.


Instructions

  1. Go to Customers → Customer listAdd customer.

  1. Fill in the customer details and address, then click the Add button. Note red asterisks on the left-hand side which indicate obligatory fields. In this case, Customer name is the minimum information required.

  1. Your XTM Cloud customer has now been added to the Customers list.

Newly created XTM Cloud customers are not automatically assigned to the user that created them, in the Project Manager field.