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XTM Academy

Administrators guide to getting your team set up


Each one of these steps must be performed by the system owner who will be given the role of Administrator by XTM when setting up the account.


Each task to check off is included in the recommended sequential order to execute, along with a brief summary of its purpose and use cases. Please execute and check off the tasks in the order indicated in the checklist.

The items labeled as optional are not required for project delivery but are placed in the order in which they need to be executed nonetheless.