Difference between revisions of "System settings"

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'''[[Account]]'''
 
'''[[Account]]'''
 
[[Update account details]]
 
  
 
[[Change account owner]]
 
[[Change account owner]]
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----
 
----
  
'''[[Licensing|License]]'''
+
'''[[License]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
  
 
----
 
----
 +
'''Access control'''
 +
 +
'''[[Access rights| Roles]]'''
  
'''[[Default settings]]'''
+
'''[[Managers]]'''
  
[[Update account default settings]]
+
'''[[Client pools]]'''
  
 
----
 
----
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[[Add language pairs]]
 
[[Add language pairs]]
 
[[Update language pair]]
 
  
 
[[Disable language pair]]
 
[[Disable language pair]]
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'''[[Object codes]]'''
 
'''[[Object codes]]'''
 
----
 
 
[[Update object codes]]
 
  
 
----
 
----
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[[Update payment method]]
 
[[Update payment method]]
  
[[Change default settings]]
+
[[Change default payment method]]
  
 
----
 
----
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----
 
----
  
'''[[Deadline reminders|Reminders]]'''
+
'''[[Reminders]]'''
 
 
[[Update deadline reminders settings|Update reminders settings]]
 
  
 
----
 
----
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----
 
----
  
 +
'''[[Email templates]]'''
 +
 +
----
 +
 +
'''[[PDF templates]]'''
 +
 +
----
 
'''[[Integrations]]'''
 
'''[[Integrations]]'''
  
[[ProZ.com integration]]
+
[[MemoQ integration]]  
  
[[SmartCAT integration]]
+
[[Smartcat integration]]
  
 
[[TQAuditor integration]]
 
[[TQAuditor integration]]
 +
 +
[[QuickBooks integration]]
 +
 +
[[Memsource integration]] - <span style="color: red"> coming soon </span>
 +
 +
----
 +
 +
'''Connectors'''
 +
 +
[[Locale]]
 +
 +
[[BeLazy]]
  
 
----
 
----
  
[[System reminders and notifications]] <span style="color:red"> - the article is being edited </span>
+
[[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