Difference between revisions of "System settings"

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[[Account]]
+
'''[[Account]]'''
 
 
[[Update account details]]
 
  
 
[[Change account owner]]
 
[[Change account owner]]
Line 9: Line 7:
 
----
 
----
  
[[Licensing]]
+
'''[[License]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
 +
 
 +
----
 +
'''Access control'''
 +
 
 +
'''[[Access rights| Roles]]'''
 +
 
 +
'''[[Managers]]'''
 +
 
 +
'''[[Client pools]]'''
  
 
----
 
----
  
[[Default values]]
+
'''[[Language pairs|System values ⇾ Language pairs]]'''
  
[[Change account default values]]
+
[[Add language pairs]]
  
 +
[[Disable language pair]]
 
----
 
----
 +
'''[[Services|System values ⇾ Services]]'''
  
[[Update deadline reminders settings]]  
+
[[Create service]]
  
[[Update SMTP server configuration]]
+
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
  
[[Update object codes]]
+
[[Create specialization]]
  
 +
[[Update specialization]]
 
----
 
----
  
[[Language pairs]]
+
'''[[Units|System values ⇾ Units]]'''
 +
 
 +
[[Create unit]]
  
[[Language pair creation]]
+
[[Update unit]]
  
[[Language pair update]]
 
 
----
 
----
[[Services]]
 
  
[[Service creation]]
+
'''[[Currencies|System values ⇾ Currencies]]'''
  
[[Service update]]
 
 
----
 
----
[[Specializations]]
 
  
[[Specialization creation]]
+
'''[[Object codes]]'''
  
[[Specialization update]]
 
 
----
 
----
  
[[Units]]
+
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
  
[[Unit creation]]
+
[[Update payment method]]
  
[[Unit update]]
+
[[Change default payment method]]
  
 
----
 
----
  
[[Currencies]]
+
'''[[Taxes]]'''
  
 
----
 
----
[[Payment methods]]
 
  
[[Payment method creation]]
+
'''[[Reminders]]'''
 +
 
 +
----
  
[[Payment method update]]
+
'''[[SMTP server]]'''
  
[[Change default payment method and terms]]
 
 
----
 
----
[[Taxes]]  
+
 
 +
'''[[Client portal]]'''
 +
 
 
----
 
----
  
[[Weighted word count templates]]
+
'''[[Vendor portal]]'''
 +
 
 +
[[Vendor application URL]]
 +
 
 +
----
 +
 
 +
'''[[Email templates]]'''
 +
 
 
----
 
----
  
[[ProZ.com integration]]
+
'''[[PDF templates]]'''
  
[[SmartCAT integration]]
 
 
----
 
----
 +
'''[[Integrations]]'''
 +
 +
[[MemoQ integration]]
 +
 +
[[Smartcat integration]]
 +
 +
[[TQAuditor integration]]
  
[[My profile]]
+
[[QuickBooks integration]]
 +
 
 +
[[Memsource integration]] - <span style="color: red"> coming soon </span>
 +
 
 +
----
 +
 
 +
'''Connectors'''
 +
 
 +
[[Locale]]
 +
 
 +
[[BeLazy]]
 +
 
 +
----
  
[[Multiple accounts for the same email]]
+
[[System reminders and notifications]]

Latest revision as of 14:50, 4 March 2024

Account

Change account owner

Delete account


License


Legal entities


Access control

Roles

Managers

Client pools


System values ⇾ Language pairs

Add language pairs

Disable language pair


System values ⇾ Services

Create service

Update service


System values ⇾ Specializations

Create specialization

Update specialization


System values ⇾ Units

Create unit

Update unit


System values ⇾ Currencies


Object codes


Payment methods

Create payment method

Update payment method

Change default payment method


Taxes


Reminders


SMTP server


Client portal


Vendor portal

Vendor application URL


Email templates


PDF templates


Integrations

MemoQ integration

Smartcat integration

TQAuditor integration

QuickBooks integration

Memsource integration - coming soon


Connectors

Locale

BeLazy


System reminders and notifications