Difference between revisions of "System settings"

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[[Account]]
+
'''[[Account]]'''
  
[[Update account details]]
+
[[Change account owner]]
  
[[Account default settings change]]
+
[[Delete account]]
  
[[Update deadline reminders settings]]  
+
----
 +
 
 +
'''[[License]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
 +
 
 +
----
 +
'''Access control'''
 +
 
 +
'''[[Access rights| Roles]]'''
 +
 
 +
'''[[Managers]]'''
 +
 
 +
'''[[Client pools]]'''
 +
 
 +
----
 +
 
 +
'''[[Language pairs|System values ⇾ Language pairs]]'''
 +
 
 +
[[Add language pairs]]
 +
 
 +
[[Disable language pair]]
 +
----
 +
'''[[Services|System values ⇾ Services]]'''
 +
 
 +
[[Create service]]
 +
 
 +
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
 +
 
 +
[[Create specialization]]
 +
 
 +
[[Update specialization]]
 +
----
 +
 
 +
'''[[Units|System values ⇾ Units]]'''
  
[[Update SMTP server configuration]]
+
[[Create unit]]
 +
 
 +
[[Update unit]]
  
[[Update object codes]]
 
 
----
 
----
[[Languages]]
 
  
[[Language pair creation]]
+
'''[[Currencies|System values ⇾ Currencies]]'''
  
[[Language pair update]]
 
 
----
 
----
[[Services]]
 
  
[[Service creation]]
+
'''[[Object codes]]'''
  
[[Service update]]
 
 
----
 
----
[[Specializations]]
 
  
[[Specialization creation]]
+
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
 +
 
 +
[[Update payment method]]
 +
 
 +
[[Change default payment method]]
  
[[Specialization update]]
 
 
----
 
----
  
[[Units]]
+
'''[[Taxes]]'''
  
[[Unit creation]]
+
----
  
[[Unit update]]
+
'''[[Reminders]]'''
  
 
----
 
----
  
[[Currencies]]
+
'''[[SMTP server]]'''
  
 
----
 
----
  
[[Users]]
+
'''[[Client portal]]'''
  
[[User creation]]
+
----
  
[[User update]]
+
'''[[Vendor portal]]'''
 +
 
 +
[[Vendor application URL]]  
  
[[User groups]]
 
 
----
 
----
[[Payment methods]]
 
  
[[Payment method creation]]
+
'''[[Email templates]]'''
  
[[Payment method update]]
+
----
  
[[Default payment method change]]
+
'''[[PDF templates]]'''
  
[[SmartCAT integration]]
+
----
 +
'''[[Integrations]]'''
  
[[Licensing]]
+
[[MemoQ integration]]  
---------------
+
 
[[VAT]]
+
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
 +
 
 +
[[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