Difference between revisions of "Enterprise edition user manual"
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| − | + | '''GENERAL INFO''' | |
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| + | The "'''General info'''" section contains common information about your company. | ||
Here you can amend information about your company and change account owner. | Here you can amend information about your company and change account owner. | ||
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[[File:account general info update.jpg|border|1000px]] | [[File:account general info update.jpg|border|1000px]] | ||
| − | + | Confirm changes by clicking “Update” or call off them with “Cancel” button after editing: | |
[[File:account details update.jpg|border|540px]] | [[File:account details update.jpg|border|540px]] | ||
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| − | + | '''COMPANY LOGO IMAGE''' | |
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| + | On the "'''Company logo image'''" section you can upload company logo image which will be displayed | ||
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| + | in all documents generated by the system: invoices, POs, Quotes etc. | ||
Press the "'''Upload new'''" button to upload a logo: | Press the "'''Upload new'''" button to upload a logo: | ||
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<span style="color:red">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span> | <span style="color:red">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span> | ||
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| + | '''DEFAULT SETTINGS''' | ||
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| + | To update information on "'''Default settings'''" section press the "'''Update'''" button: | ||
[[File:account default section.jpg|border|1000px]] | [[File:account default section.jpg|border|1000px]] | ||
Revision as of 09:40, 2 August 2017
Get started with Protemos
To start working with Protemos, create your account in the system by completing the following steps:
1. Press the "Sign up" button at the website www.protemos.com
2. Go to the Create Account page:
3. Select your account type:
Enterprise: select this option if you are going to assign jobs to in-house translators, freelancers or other companies.
If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.
Freelance: this is a light and free version of the system. Select this option if you are doing all jobs alone and do not subcontract freelancers.
If you select this, you will not be able to create suppliers in the system and assign jobs to them. Upgrade to Enterprise version is possible if desired.
3. Fill in all the boxes and click the "Sign up" button:
4. After pressing the "Sign up" button, the account will be set up and you will see a welcome screen to start working with the system.
5. Press the "OK, let’s get started!" button:
The system setup wizard will be displayed:
6. Enter data for each menu entry:
Services are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.
Language pairs are your language pairs.
Units are units to measure the volume of work. For example, hours, words, pages, etc.
Specializations are your specializations.
Currencies are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.
Payment methods are the payment details. They will be used in the invoices the system will generate to send your clients.
To navigate in the menu entries, use a dedicated navigation menu:
Don’t worry if you select something wrong. You’ll be able to change these values in system settings.
7. Having completed all the entries, press the "Complete wizard" button:
8. The following screen will be displayed:
This means that your account has been created and you can start working with Protemos.
However, before you start working with the projects in the system, you need to add your clients in it.
For Enterprise version, you need also to add vendors. These areas will be addressed in the following sections.
Back to the table of contents.
System values settings
You can change and set system values in the System menu:
Each of these menu screens is described below.
System =>Account
On the "Account" page you can complete, delete or update general information,
the logo of your company, default settings, deadline email reminders and configure custom SMTP server.
GENERAL INFO
The "General info" section contains common information about your company.
Here you can amend information about your company and change account owner.
To edit information press the "Update" button:
Confirm changes by clicking “Update” or call off them with “Cancel” button after editing:
To change account owner press the "Change account owner" button:
Assign the new owner and press the "Update" button to сonfirm change:
Note: the “User group” for this user should be “Administrator”.
For more info on users, please see the Users section.
COMPANY LOGO IMAGE
On the "Company logo image" section you can upload company logo image which will be displayed
in all documents generated by the system: invoices, POs, Quotes etc.
Press the "Upload new" button to upload a logo:
Note: Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.
DEFAULT SETTINGS
To update information on "Default settings" section press the "Update" button:
On this page, you can update default information about time zone, currency, payment method, payment terms,
VAT for client invoices and VAT for vendor invoices.
Having completed all the entries, press the "Update" button:
