How to create multiple separate teams within one XTM Cloud instance

Introduction

There might be a situation that your company is in the middle of reorganization and you and your colleagues have to work as two separate entities (for example, Team A and Team B). You are going to share a single XTM Cloud instance, and have agreed to make use of your existing instance. This article describes a few simple steps for setting everything up and make the whole process work in management terms.


Instructions

  1. First, create a suitable number of brand-new XTM Cloud customers, each dedicated to a particular team. Create sufficient customers to suit the number of individual teams you are planning to form. For more information, see How to create a customer.

  2. Make appropriate configuration changes in the settings for your users, who are part of your teams. It is important to prevent a particular user from accessing any other XTM Cloud customers except the one whose projects this user shall be working on. This will ensure that both Linguists and Project managers (PMs) will not see projects created for a different XTM Cloud customer. This will prevent any unwanted overlaps. The same goes for translation memory: ensure that a particular user only has access to the relevant customer’s TM resources. To configure these customers or TM resources, select Users User list → (select a user) → Edit userAccess rightsCustomers or Translation memory section.

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  1. You can also create XTM Cloud project templates (For more information, see How to create a project template) or modify existing XTM Cloud project templates so that they are only available for one XTM Cloud customer instead of being global. To configure this, select Projects → Templates → (select a project template) → Project template editor → General info and select the appropriate XTM Cloud customer in the Customer dropdown.

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  1. If you have any filter templates or configurations that you would like to copy to other XTM Cloud customers, or change them to global or from global to customer-specific, do not hesitate to contact the XTM International Support team. To do so, raise a ticket with the XTM International Support team, on our Support Portal.