Creating a new agency user
When you create and configure a new agency account, as described in Creating a new agency account, one of the tasks is to create users who are members of the agency involved. In the case of an LSP, for example, a user could be a Project manager. When translation projects are created, and the agency is selected, the user who has been created for them is assigned to the project.
Note
The ability to create new accounts, and the users for them, varies according to the access rights of the person who creates them. For details, see Account and user creation (XTM Connect (Locale)).
When you create a new agency user, the configurations made for the agency to which they belong automatically apply for them as well. You do not need to configure each user in the same way as their agency, separately. For details about the agency configurations, see Creating a new agency account.
Log in to XTM Connect (Locale). You see the Activity screen.
On the left of the screen, in the menu bar, select the Accounts icon. You see the Accounts screen.
To specify the agency account for which you want to create a new agency user, select the agency account from the list. Its Activity screen is displayed.
Select the Users tab. You see the Users tab screen, in which existing users in the selected agency are listed, with their details, as defined in XTM Connect (Locale):
Name: the user's name.
Email: the user's email address.
Created: the date on which the user was created.
Updated: the date on which the user's details were last changed.
To create the new agency user, select the New User + button in the top right-hand corner of the screen. You see the New User pane, on the right of the screen.
In the Name field, enter the user name for the new user.
Tip
Choose a name that is informative: it will be helpful for users who select the agency user you are creating later, when they are creating translation projects.
In the Email field, enter the email address for the new user. It will be used to invite them to join XTM Connect (Locale) and notify them about any translation projects to which they are assigned.
In the top right-hand corner of the New Account pane, to finalize the new user and invite them to join XTM Connect (Locale) , select the Invite button.
Result: the new user is created. The New User pane closes and you return to the Users list screen, where the new user is listed. They can now be selected by other users when they create translation projects. A screen message confirms that the new user has been sent an email inviting them to join XTM Connect (Locale),
The new user must now respond to the invitation email and join XTM Connect (Locale), For details, see New users: joining XTM Connect (Locale).