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XTM Cloud 26.2

Adding customers

  1. Select the Customers tab.

  2. In the top right-hand corner of the screen, select the Add Customer button.

  3. Fill in the form. The only mandatory 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.

Result: you have created a new customer. If required, you can now add more details for the newly created customer. For details, see Editing customers.

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!

Confidential customer

Note

This is a Beta feature.

Business use case

Use the confidential customer feature to restrict access to selected customers. Only external and internal users (including internal Project Managers) whom you actively select will be able to access the company details, metadata, projects, tasks, TM, and terminology for those selected customers.

As a company that assigns vendors to your translation projects, you can give subcontractors and internal Linguists access to your terminology, TM, and concordance, but keep the most confidential data hidden from them.

As a Language Service Provider that serves two or more organizations operating in the same industry, you can offer them an additional security layer: Linguists who work for one of these clients will have no access to competitor projects. Linguists who have access to multiple confidential customers can use the TM and term references for a project, but without seeing metadata for the other customer.

As an enterprise business unit serving multiple internal clients and stakeholders, you can just grant your most trusted vendors access to some of them.

Important

You can only make this setting if you have both an XTM Cloud Administrator and Project Manager role.

Users who only have a Project Manager role and have access to the relevant confidential customer can see this setting in read-only mode.

You can create a confidential customer to protect the related customer's sensitive information from public access, via XTM Cloud UI or API. Only internal users and LSPs to whom you grant access to that confidential customer will be able to see the related confidential customer, in the Customers tab screen and access their projects, tasks, translation memory (TM), and terminology.

To set a new customer as confidential, select the Confidential customer checkbox in the Add customer form. For details, see the Adding customers procedure above.

To set an existing customer as confidential, select the Confidential customer checkbox in the customer's Edit screen. For details, see Customer Editor – Edit.

For details about granting the relevant access rights:

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