Difference between revisions of "System settings"

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Line 1: Line 1:
 
'''[[Account]]'''
 
'''[[Account]]'''
 
[[Update account details]]
 
  
 
[[Change account owner]]
 
[[Change account owner]]
 
[[Vendor self-registration URL]]<span style="color:#DC143C"> - coming soon</span>
 
  
 
[[Delete account]]
 
[[Delete account]]
Line 11: Line 7:
 
----
 
----
  
'''[[Licensing|License]]'''
+
'''[[License]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
  
 
----
 
----
 +
'''Access control'''
 +
 +
'''[[Access rights| Roles]]'''
  
'''[[Default values|Default settings]]'''
+
'''[[Managers]]'''
  
[[Change account default values]]
+
'''[[Client pools]]'''
  
 
----
 
----
  
'''[[Language pairs|System values=>Language pairs]]'''
+
'''[[Language pairs|System values Language pairs]]'''
  
 
[[Add language pairs]]
 
[[Add language pairs]]
  
[[Update language pair]]
+
[[Disable language pair]]
 
----
 
----
'''[[Services|System values=>Services]]'''
+
'''[[Services|System values Services]]'''
  
 
[[Create service]]
 
[[Create service]]
Line 33: Line 35:
 
[[Update service]]
 
[[Update service]]
 
----
 
----
'''[[Specializations|System values=>Specializations]]'''
+
'''[[Specializations|System values Specializations]]'''
  
 
[[Create specialization]]
 
[[Create specialization]]
Line 40: Line 42:
 
----
 
----
  
'''[[Units|System values=>Units]]'''
+
'''[[Units|System values Units]]'''
  
 
[[Create unit]]
 
[[Create unit]]
Line 48: Line 50:
 
----
 
----
  
'''[[Currencies|System values=>Currencies]]'''
+
'''[[Currencies|System values Currencies]]'''
 +
 
 +
----
  
 +
'''[[Object codes]]'''
  
 
----
 
----
  
'''[[Object codes]]'''
+
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
 +
 
 +
[[Update payment method]]
  
[[Update object codes]]
+
[[Change default payment method]]
  
 
----
 
----
  
'''[[Deadline reminders]]'''
+
'''[[Taxes]]'''  
 +
 
 +
----
  
[[Update deadline reminders settings]]  
+
'''[[Reminders]]'''
  
 
----
 
----
Line 67: Line 78:
 
'''[[SMTP server]]'''
 
'''[[SMTP server]]'''
  
[[Update SMTP server configuration]]
+
----
 +
 
 +
'''[[Client portal]]'''
  
 
----
 
----
  
'''[[Payment methods]]'''
+
'''[[Vendor portal]]'''
  
[[Create payment method]]
+
[[Vendor application URL]]  
  
[[ Update payment method]]
+
----
  
[[Change default payment method and terms]]
+
'''[[Email templates]]'''
  
 
----
 
----
  
'''[[Taxes]]'''  
+
'''[[PDF templates]]'''  
  
 
----
 
----
 +
'''[[Integrations]]'''
  
'''[[Vendor agreement]]'''
+
[[MemoQ integration]]  
 +
 
 +
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
 +
 
 +
[[QuickBooks integration]]
 +
 
 +
[[Memsource integration]] - <span style="color: red"> coming soon </span>
  
 
----
 
----
  
'''[[Integrations]]'''
+
'''Connectors'''
 +
 
 +
[[Locale]]
  
[[ProZ.com integration]]
+
[[BeLazy]]
  
[[SmartCAT integration]]
+
----
  
[[TQAuditor integration]]<span style="color:#DC143C">
+
[[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