XTM Portal 26.1

Log in to XTM Portal.

In the menu on the left of the screen, select the user icon .

From the menu, select My profile. As a result, your Profile page is displayed.

In your Profile screen, you can update your user details, listed below, if required:

1. In the Basic info section, make the required settings. Some settings are mandatory (they are marked with an asterisk , in the XTM Portal Create form) and others are optional:

   • Email (mandatory).

   • First name (mandatory).

   • Last name (mandatory).

   • Password (mandatory if you want to use the password login method. For details, see Logging in to XTM Portal using your email and password). A password must be at least 8 characters long. It also must contain at least three of these character types: uppercase letters, lowercase letters, digits, special characters. To enhance security, you will be informed if the selected password has been identified as a commonly used password. In that case, select a different password.

   • Confirm password (mandatory if you want to use the password login method. For details, see Logging in to XTM Portal using your email and password).

   • Is admin toggle switch (mandatory):

     Important

     You only see the Is admin setting if you are an XTM Portal Administrator.

     • on (default) – this setting is selected because you currently have Administrator rights.

     • off – if you disable the Is admin setting, you will immediately lose Administrator rights. In this case, you are logged out automatically. When you log in again, you have Translation requester access to XTM Portal.

   • Is active toggle switch (mandatory):

     Important

     You only see the Is active setting if you are an XTM Portal Administrator.

     • on (default) – this setting is selected because you can currently log in to XTM Portal.

     • off – if you disable the Is active setting, you are logged out immediately and cannot log in to XTM Portal until another Administrator activates your account.

   • Is SSO only dropdown (optional):

     Important

     You only see the Is SSO only setting if you are an XTM Portal Administrator.

     • empty – if you log in using other login methods than SSO, this field remains empty. If you log in with SSO, the value is changed automatically to Yes. This means that, from now on, you will only be able to log in to XTM Portal using SSO, unless you or another XTM Portal Administrator change the value to No.

     • No – you are able to log in using any login methods that have been set for all XTM Portal users in your instance. For details, see Logging in to XTM Portal.

     • Yes – you are only able to log in using SSO, even if other login methods have been set for all XTM Portal users in your instance. For details, see Logging in to XTM Portal.

   • Customers (optional).

     Important

     You only see the Customers setting if you are an XTM Portal Administrator.

2. In the Translation request defaults section, make the required settings:

   • Standard fields area:

     • Default customer (optional). Select the relevant customer from the dropdown list. This customer will be preselected in every Translation request that you complete. If required, you can select another customer from the Customer dropdown in the Translation request form, for a particular project.

   • Custom fields area (optional). The settings that you see depend on which settings have been made by an XTM Portal Administrator on the Translation request page. (For details, see Configuring the Translation request page). The settings that you make here will be your default settings on the Translation request page. If required, you can select other options in the Translation request form, for a particular project.

     If you log in with SSO that is set to provide some custom field values, these fields will be overwritten during login with the values provided by the SSO service.

Next, select Save to save your changes.