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]]'''
 +
 
 +
----
 +
'''Access control'''
 +
 
 +
'''[[Access rights| Roles]]'''
 +
 
 +
'''[[Managers]]'''
 +
 
 +
'''[[Client pools]]'''
  
 
----
 
----
  
'''[[Default values]]'''
+
'''[[Language pairs|System values ⇾ Language pairs]]'''
  
[[Change account default values]]
+
[[Add language pairs]]
  
 +
[[Disable language pair]]
 
----
 
----
 +
'''[[Services|System values ⇾ Services]]'''
  
'''[[Object codes]]'''
+
[[Create service]]
 +
 
 +
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
  
[[Update object codes]]
+
[[Create specialization]]
  
 +
[[Update specialization]]
 
----
 
----
  
'''[[Deadline reminders]]'''
+
'''[[Units|System values ⇾ Units]]'''
  
[[Update deadline reminders settings]]  
+
[[Create unit]]
 +
 
 +
[[Update unit]]
  
 
----
 
----
  
'''[[SMTP server]]'''
+
'''[[Currencies|System values ⇾ Currencies]]'''
 +
 
 +
----
  
[[Update SMTP server configuration]]
+
'''[[Object codes]]'''
  
 
----
 
----
  
[[Language pairs]]
+
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
 +
 
 +
[[Update payment method]]
  
[[Language pair creation]]
+
[[Change default payment method]]
  
[[Language pair update]]
 
 
----
 
----
[[Services]]
 
  
[[Service creation]]
+
'''[[Taxes]]'''
  
[[Service update]]
 
 
----
 
----
[[Specializations]]
 
  
[[Specialization creation]]
+
'''[[Weighted word count templates|CAT log conversion schemes]]'''
  
[[Specialization update]]
 
 
----
 
----
  
[[Units]]
+
'''[[Reminders]]'''
  
[[Unit creation]]
+
----
  
[[Unit update]]
+
'''[[SMTP server]]'''
  
 
----
 
----
  
[[Currencies]]
+
'''[[Client portal]]'''
  
 
----
 
----
[[Payment methods]]
 
  
[[Payment method creation]]
+
'''[[Vendor portal]]'''
  
[[Payment method update]]
+
[[Vendor application URL]]  
  
[[Change default payment method and terms]]
 
 
----
 
----
[[Taxes]]  
+
 
 +
'''[[Email templates]]'''
 +
 
 
----
 
----
  
[[Weighted word count templates]]
+
'''[[PDF templates]]'''
 +
 
 
----
 
----
 +
'''[[Integrations]]'''
  
[[ProZ.com integration]]
+
[[MemoQ integration]]  
 +
 
 +
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
 +
 
 +
[[QuickBooks 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 10:29, 17 October 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


CAT log conversion schemes


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