Difference between revisions of "System settings"

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