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]]'''
  
[[Language pair creation]]
+
[[Create service]]
  
[[Language pair update]]
+
[[Update service]]
 
----
 
----
[[Services]]
+
'''[[Specializations|System values ⇾ Specializations]]'''
  
[[Service creation]]
+
[[Create specialization]]
  
[[Service update]]
+
[[Update specialization]]
 
----
 
----
[[Specializations]]
 
  
[[Specialization creation]]
+
'''[[Units|System values ⇾ Units]]'''
 +
 
 +
[[Create unit]]
 +
 
 +
[[Update unit]]
  
[[Specialization update]]
 
 
----
 
----
  
[[Units]]
+
'''[[Currencies|System values ⇾ Currencies]]'''
  
[[Unit creation]]
+
----
  
[[Unit update]]
+
'''[[Object codes]]'''
  
 
----
 
----
  
[[Currencies]]
+
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
 +
 
 +
[[Update payment method]]
 +
 
 +
[[Change default payment method]]
  
 
----
 
----
  
[[Users]]
+
'''[[Taxes]]'''
  
[[User creation]]
+
----
 +
 
 +
'''[[Reminders]]'''
 +
 
 +
----
 +
 
 +
'''[[SMTP server]]'''
  
[[User update]]
 
 
----
 
----
  
[[Access rights]]
+
'''[[Client portal]]'''
 +
 
 
----
 
----
[[Payment methods]]
 
  
[[Payment method creation]]
+
'''[[Vendor portal]]'''
  
[[Payment method update]]
+
[[Vendor application URL]]  
  
[[Change default payment method]]
 
 
----
 
----
[[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 10:12, 27 January 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


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