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]]'''
  
'''[[Default values]]'''
+
'''[[Managers]]'''
  
[[Change account default values]]
+
'''[[Client pools]]'''
  
 
----
 
----
  
'''[[Object codes]]'''
+
'''[[Language pairs|System values ⇾ Language pairs]]'''
  
[[Update object codes]]
+
[[Add language pairs]]
  
 +
[[Disable language pair]]
 
----
 
----
 +
'''[[Services|System values ⇾ Services]]'''
 +
 +
[[Create service]]
  
'''[[Deadline reminders]]'''
+
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
  
[[Update deadline reminders settings]]  
+
[[Create specialization]]
  
 +
[[Update specialization]]
 
----
 
----
  
'''[[SMTP server]]'''
+
'''[[Units|System values ⇾ Units]]'''
 +
 
 +
[[Create unit]]
 +
 
 +
[[Update unit]]
 +
 
 +
----
  
[[Update SMTP server configuration]]
+
'''[[Currencies|System values ⇾ Currencies]]'''
 +
 
 +
----
 +
 
 +
'''[[Object codes]]'''
  
 
----
 
----
Line 39: Line 60:
 
'''[[Payment methods]]'''
 
'''[[Payment methods]]'''
  
[[Payment method creation]]
+
[[Create payment method]]
  
[[Payment method update]]
+
[[Update payment method]]
  
[[Change default payment method and terms]]
+
[[Change default payment method]]
  
 
----
 
----
  
[[Language pairs]]
+
'''[[Taxes]]'''
 +
 
 +
----
  
[[Language pair creation]]
+
'''[[Reminders]]'''
  
[[Language pair update]]
 
 
----
 
----
[[Services]]
 
  
[[Service creation]]
+
'''[[SMTP server]]'''
  
[[Service update]]
 
 
----
 
----
[[Specializations]]
 
  
[[Specialization creation]]
+
'''[[Client portal]]'''
  
[[Specialization update]]
 
 
----
 
----
  
[[Units]]
+
'''[[Vendor portal]]'''
  
[[Unit creation]]
+
[[Vendor application URL]]  
  
[[Unit update]]
+
----
 +
 
 +
'''[[Email templates]]'''
  
 
----
 
----
  
[[Currencies]]
+
'''[[PDF templates]]'''
  
 
----
 
----
 +
'''[[Integrations]]'''
 +
 +
[[MemoQ integration]]
 +
 +
[[Smartcat integration]]
 +
 +
[[TQAuditor integration]]
 +
 +
[[QuickBooks integration]]
 +
 +
[[Memsource integration]] - <span style="color: red"> coming soon </span>
  
[[Taxes]]
 
 
----
 
----
  
[[Weighted word count templates]]
+
'''Connectors'''
----
+
 
 +
[[Locale]]
  
[[ProZ.com integration]]
+
[[BeLazy]]
  
[[SmartCAT integration]]
 
 
----
 
----
  
[[My profile]]
+
[[System reminders and notifications]]
 
 
[[Multiple accounts for the same email]]
 

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