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:
 
----
 
----
  
[[Licensing]]
+
'''[[License]]'''
  
 
----
 
----
 +
'''[[Legal entities]]'''
  
[[Change account default values]]
+
----
 +
'''Access control'''
  
[[Update deadline reminders settings]]  
+
'''[[Access rights| Roles]]'''
  
[[Update SMTP server configuration]]
+
'''[[Managers]]'''
  
[[Update object codes]]
+
'''[[Client pools]]'''
  
 
----
 
----
  
[[Language pairs]]
+
'''[[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]]'''
  
 
----
 
----
[[Payment methods]]
 
  
[[Payment method creation]]
+
'''[[Object codes]]'''
  
[[Payment method update]]
+
----
 +
 
 +
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
 +
 
 +
[[Update payment method]]
 +
 
 +
[[Change default payment method]]
  
[[Change default payment method and terms]]
 
 
----
 
----
[[Taxes]]  
+
 
 +
'''[[Taxes]]'''
 +
 
 
----
 
----
  
[[Weighted word count templates]]
+
'''[[Reminders]]'''
 +
 
 +
----
 +
 
 +
'''[[SMTP server]]'''
 +
 
 +
----
 +
 
 +
'''[[Client portal]]'''
 +
 
 
----
 
----
  
[[ProZ.com integration]]
+
'''[[Vendor portal]]'''
 +
 
 +
[[Vendor application URL]]  
  
[[SmartCAT integration]]
 
 
----
 
----
  
[[My profile]]
+
'''[[Email templates]]'''
 +
 
 +
----
 +
 
 +
'''[[PDF templates]]'''
 +
 
 +
----
 +
'''[[Integrations]]'''
 +
 
 +
[[MemoQ integration]]
 +
 
 +
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
 +
 
 +
[[QuickBooks integration]]
 +
 
 +
[[Memsource integration]] (via BeLazy)
 +
 
 +
----
 +
 
 +
'''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