Difference between revisions of "System settings"

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[[Account]]
+
'''[[Account]]'''
  
[[Update account details]]
+
[[Change account owner]]
 +
 
 +
[[Delete account]]
 +
 
 +
----
 +
 
 +
'''[[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]]
  
[[Change account owner]]
+
[[Update specialization]]
 +
----
  
[[Account default settings change]]
+
'''[[Units|System values ⇾ Units]]'''
  
[[Update deadline reminders settings]]  
+
[[Create unit]]
  
[[Update SMTP server configuration]]
+
[[Update unit]]
  
[[Update object codes]]
 
 
----
 
----
[[Licensing]]
+
 
 +
'''[[Currencies|System values ⇾ Currencies]]'''
 +
 
 
----
 
----
[[Languages]]
 
  
[[Language pair creation]]
+
'''[[Object codes]]'''
  
[[Language pair update]]
 
 
----
 
----
[[Services]]
 
  
[[Service creation]]
+
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
 +
 
 +
[[Update payment method]]
 +
 
 +
[[Change default payment method]]
  
[[Service update]]
 
 
----
 
----
[[Specializations]]
 
  
[[Specialization creation]]
+
'''[[Taxes]]'''
  
[[Specialization update]]
 
 
----
 
----
  
[[Units]]
+
'''[[Reminders]]'''
  
[[Unit creation]]
+
----
  
[[Unit update]]
+
'''[[SMTP server]]'''
  
 
----
 
----
  
[[Currencies]]
+
'''[[Client portal]]'''
  
 
----
 
----
  
[[Users]]
+
'''[[Vendor portal]]'''
  
[[User creation]]
+
[[Vendor application URL]]  
  
[[User update]]
+
----
 +
 
 +
'''[[Email templates]]'''
  
[[User groups]]
 
 
----
 
----
[[Payment methods]]
 
  
[[Payment method creation]]
+
'''[[PDF templates]]'''
  
[[Payment method update]]
+
----
 +
'''[[Integrations]]'''
 +
 
 +
[[MemoQ integration]]
 +
 
 +
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
 +
 
 +
[[QuickBooks integration]]
 +
 
 +
[[Memsource integration]] - <span style="color: red"> coming soon </span>
  
[[Default payment method change]]
+
----
  
[[Weighted word count templates]]
+
'''Connectors'''
  
[[SmartCAT integration]]
+
[[Locale]]
---------------
+
 
[[VAT]]
+
[[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