Difference between revisions of "Account"

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(Default settings)
(Account details)
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The '''Account details''' section contains common information about your company.  
 
The '''Account details''' section contains common information about your company.  
  
Here you can <U>'''[[Change account owner|change the account owner]]''' </U>  ''(this option is available only for the owner of the account)''  and <U>'''[[Update account default settings|Update account name]]'''</U> by clicking on the corresponding buttons:
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Here you can <U>'''[[Change account owner|change the account owner]]''' </U>  ''(this option is available only for the owner of the account)''  and '''Update account name'''  by clicking on the corresponding buttons:
  
 
[[File:Account itself.png|border|700px]]
 
[[File:Account itself.png|border|700px]]

Revision as of 13:33, 31 March 2020

Account page: https://cloud.protemos.com/account/view


On the Account page you can complete or update general information, upload the logo of your company, delete your account.

To do so, go to Settings ⇾ Account:

Account tab.png

Account details

The Account details section contains common information about your company.

Here you can change the account owner (this option is available only for the owner of the account) and Update account name by clicking on the corresponding buttons:

Account itself.png

Default settings

Here you can define the following settings:

  • Default legal entity: the legal entity that will be added by default to all newly created clients and vendors (unless you indicate the different one).
  • Time zone for new users: the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).
  • System currency: the currency you are using for balances and reporting. For more info, please see the Currencies page.
  • Default PDF page size: here you can set the size of the PDF page for invoices generated by the system.
  • Default PDF page orientation: here you can set the PDF page orientation for invoices generated by the system.
  • Default PDF locale: here you may specify the default locale (language,date and time) of invoices for all newly created clients and vendors. You may also define it individually for a particular client or vendor.

To change any of the above settings, click "Update":

NewDefault settings.png

Delete account

You can immediately and permanently delete all your account data and files from the server.

To do so, press the "Delete account" button:

Delete account.png

More details here.