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XTM Academy

Creating user groups

Tip

Consult the user group reference for extra guidance.

Tip

User groups consist of users with a similar skill set.

User Groups

XTM allows you to create the following types of user groups:

  1. First-come first-served

  2. Allocation order

  3. Chat

First-come first-served group

This group can be assigned to the tasks in the workflow.

  1. For first-come first-served groups all group members will receive an email advising them that a new task is available.

  2. A user can then accept the task which will be recorded by XTM

Other group members will be informed that the task is no longer available.

Allocation order groups

This group can be assigned to the tasks in the workflow.

  1. An email is initially sent to the first member of the group.

  2. The linguist can accept or reject the task.

If it is rejected the next person in the group will receive the email and so on until a linguist accepts the task.

Chat user group

Important

You cannot assign a Chat user group to tasks in the workflow

Adding Chat user group

You can add Chat user group to any chat opened using the XTM Chat comment-alt-solid.png.

  • Select Choose chat participants… option regardless of stakeholders assigned to the project.

Adding a new user group
  1. Go to the main XTM view, select the Users tab > Users groups > Add user group .

  2. Select the Allocation order user group type.

  3. Select Workflow steps.

  4. Select the Active checkbox.

  5. Select Save.

  6. Define the language combinations for the user group. It will then be possible to assign the user group to tasks in the workflow on the workflow tab of the project editor for projects with this language combination.