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:
 
----
 
----
  
[[Change account default values]]
+
'''[[License]]'''
  
[[Update deadline reminders settings]]  
+
----
 +
'''[[Legal entities]]'''
  
[[Update SMTP server configuration]]
+
----
 +
'''Access control'''
 +
 
 +
'''[[Access rights| Roles]]'''
 +
 
 +
'''[[Managers]]'''
 +
 
 +
'''[[Client pools]]'''
  
[[Update object codes]]
 
 
----
 
----
[[Licensing]]
+
 
 +
'''[[Language pairs|System values ⇾ Language pairs]]'''
 +
 
 +
[[Add language pairs]]
 +
 
 +
[[Disable language pair]]
 
----
 
----
[[Language pairs]]
+
'''[[Services|System values ⇾ Services]]'''
 +
 
 +
[[Create service]]
 +
 
 +
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
 +
 
 +
[[Create specialization]]
 +
 
 +
[[Update specialization]]
 +
----
 +
 
 +
'''[[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]]'''
  
 
----
 
----
  
[[Users]]
+
'''[[Weighted word count templates|CAT log conversion schemes]]'''
  
[[User creation]]
+
----
 +
 
 +
'''[[Reminders]]'''
  
[[User update]]
 
 
----
 
----
  
[[Access rights]]
+
'''[[SMTP server]]'''
 +
 
 
----
 
----
[[Payment methods]]
 
  
[[Payment method creation]]
+
'''[[Client portal]]'''
  
[[Payment method update]]
+
----
 +
 
 +
'''[[Vendor portal]]'''
 +
 
 +
[[Vendor application URL]]  
  
[[Default payment method change]]
 
 
----
 
----
[[Taxes]]  
+
 
 +
'''[[Email templates]]'''
 +
 
 
----
 
----
  
[[Weighted word count templates]]
+
'''[[PDF templates]]'''
 +
 
 
----
 
----
 +
'''[[Integrations]]'''
 +
 +
[[MemoQ integration]]
 +
 +
[[Smartcat integration]]
 +
 +
[[TQAuditor integration]]
 +
 +
[[QuickBooks integration]]
  
[[ProZ.com integration]]
+
[[Memsource integration]] (via BeLazy)
  
[[SmartCAT integration]]
 
 
----
 
----
  
[[My profile]]
+
'''Connectors'''
 +
 
 +
[[BeLazy]]
 +
 
 +
----
  
[[Multiple accounts for the same email]]
+
[[System reminders and notifications]]

Latest revision as of 10:29, 17 October 2025

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


CAT log conversion schemes


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 (via BeLazy)


Connectors

BeLazy


System reminders and notifications