Difference between revisions of "Account"

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''Account page: [http://cloud.protemos.com/account/index/ http://cloud.protemos.com/account/index]''
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''Account page: [https://cloud.protemos.com/account/view https://cloud.protemos.com/account/view]''
 
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On the "'''Account'''" page you can complete or update general information, the logo of your company,
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On the '''Account''' page you can complete or update general information, upload the logo of your company, delete your account.
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default settings, deadline email reminders, object codes and configure custom SMTP server.
 
  
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== General info ==
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To do so, go to '''Settings ⇾ Account''':
  
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The "'''General info'''" section contains common information about your company.  
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[[File:Account tab.png|border|150px]]
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__FORCETOC__
  
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You can edit general information (see the next section – '''<u>[[Update account details|Update account details page]]</u>''') by clicking the "'''Update'''" button at the right top of the screen.
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==''' Account details'''==
  
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[[File:Account general info tab.jpg|border|1000px]]
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The '''Account details''' section contains common information about your company.  
  
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Here you may also '''<U>[[Change account owner|change the account owner]]</U>'''.
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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:
  
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=='''Company logo image''' ==
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[[File:Account itself.png|border|700px]]
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Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:
 
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[[File:Logo upload.jpg|border|1000px]]
 
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== '''Default settings''' ==
 
  
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=='''Account settings'''==
  
 
Here you can define the following settings:
 
Here you can define the following settings:
  
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'''Default time zone''': the time zone you are located in. It's used for the deadlines calculation.  
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*'''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).  
  
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'''Default currency''': the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]''' </U> page.
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*'''System currency''': the currency you are using for balances and reporting. For more info, please see the <U>'''[[Currencies]]'''</U> page.
  
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'''Default payment method''': the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.
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*'''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).  
  
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'''Default payment terms''': standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for an individual client.
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*'''Default quote PDF template''': here you may specify the default PDF template that will be selected automatically when creating quotes.
  
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'''Default VAT for client invoices''': this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see the <U>'''[[VAT]]'''</U> page.
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*'''Default client invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new clients.
  
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'''Default VAT for vendor invoices''': this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see the '''<U> [[VAT]] </U>'''page.
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*'''Default vendor invoice PDF template''': here you may specify the default PDF template that will be applied to invoices for all the new vendors.
  
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'''Default PDF page size''': here you can set the size of the invoice PDF file generated by the system.
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*'''Default job PO PDF template''': here you may specify the default PDF template that will be applied to every job PO you create.
  
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'''Vendor invoicing contact''': here you can define one of your managers as the default recipient of notifications when your vendors create the invoices.
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To change any of the above settings, click '''"Update"''':
  
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To change any of the above settings, click "'''Update'''":
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[[File:Account settings.png|border|1070px]]
  
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[[File:Account default settings plus Vendor invoicing.jpg|border|1000px]]
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=='''Change system currency'''==
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It will open the '''<U>[[Account default settings change]]</U>''' page.
 
  
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== '''Deadline email reminders''' ==
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You can set any currency as the default one for your account.
  
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Click the '''"Change system currency"''' button:
  
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The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "'''Update'''":
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[[File:Change default currency.png|border|1070px]]
  
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Then choose the needed currency from the drop-down list and click '''"Update"''':
  
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[[File:DER update button.jpg|border|1000px]]
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[[File:Updsate button.png|border|600px]]
  
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It will open the '''<U> [[Update deadline reminders settings]]</U>''' page where you can select which reminders you want to receive.
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If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.
  
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== '''Custom SMTP server''' ==
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<span style="color:red">'''Note:''' </span>If the following screen appears, please <U>'''[[Frequently_Asked_Questions#How_to_contact_support_team_from_my_Protemos_account|contact us]]'''</U> to change the default currency:
  
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[[File:New update.png|border|350px]]
  
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By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click "'''Update'''":
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=='''Delete account '''==
  
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[[File:SMTP server update button.jpg|border|1000px]]
 
  
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It will open the '''<U>[[Update SMTP server configuration]]</U>''' page where you can define the settings of your own SMTP server.
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If your account is on trial, you can immediately and permanently delete all your account data and files from the server.  
  
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=='''Object codes'''==
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To do so, click the '''"Delete account"''' button:
  
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On this page, you can set the number of your next invoice, project, payment, job etc.
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[[File:Delete account.png|border|900px]]
  
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To update the next object identification numbers or the object code prefixes press the "'''Update next IDs'''" or "'''Update code prefixes'''" button correspondingly:
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<span style="color:orange">'''Note:'''</span> If you have an active license and you need to delete your Enterprise account, first, please contact us at  [mailto:support@protemos.com support@protemos.com] and request to disable the license. Once it is disabled, an account owner will be able to delete the account.
  
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[[File:SAS object codes.jpg|border|1000px]]
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More details '''<U>[[Delete account|here]]</U>.
  
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For more info on object codes customizations, please see the <U>[[Update object codes|'''Object codes''']]</U> page.
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[[File:Redirect.jpg|40px|link=Account]] Back to the '''table of contents'''.

Latest revision as of 17:40, 5 December 2022

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

Account 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).
  • System currency: the currency you are using for balances and reporting. For more info, please see the Currencies page.
  • 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).
  • Default quote PDF template: here you may specify the default PDF template that will be selected automatically when creating quotes.
  • Default client invoice PDF template: here you may specify the default PDF template that will be applied to invoices for all the new clients.
  • Default vendor invoice PDF template: here you may specify the default PDF template that will be applied to invoices for all the new vendors.
  • Default job PO PDF template: here you may specify the default PDF template that will be applied to every job PO you create.

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

Account settings.png

Change system currency

You can set any currency as the default one for your account.

Click the "Change system currency" button:

Change default currency.png

Then choose the needed currency from the drop-down list and click "Update":

Updsate button.png

If you change the default currency, all reports and project balances will be rebuilt and recalculated in the new default currency.

Note: If the following screen appears, please contact us to change the default currency:

New update.png

Delete account

If your account is on trial, you can immediately and permanently delete all your account data and files from the server.

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

Delete account.png

Note: If you have an active license and you need to delete your Enterprise account, first, please contact us at support@protemos.com and request to disable the license. Once it is disabled, an account owner will be able to delete the account.

More details here.

Redirect.jpg Back to the table of contents.

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