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'''
  
'''[[Default settings]]'''
+
'''[[Access rights| Roles]]'''
  
[[Update account default settings]]
+
'''[[Managers]]'''
 +
 
 +
'''[[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]]
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----
 
----
  
'''[[Currencies|System values=>Currencies]]'''
+
'''[[Currencies|System values Currencies]]'''
 +
 
 +
----
 +
 
 +
'''[[Object codes]]'''
  
 
----
 
----
Line 56: Line 62:
 
[[Create payment method]]
 
[[Create payment method]]
  
[[ Update payment method]]
+
[[Update payment method]]
  
[[Change default payment method and terms]]
+
[[Change default payment method]]
  
 
----
 
----
Line 66: Line 72:
 
----
 
----
  
'''[[Object codes]]'''
+
'''[[Reminders]]'''
 +
 
 +
----
 +
 
 +
'''[[SMTP server]]'''
 +
 
 +
----
  
[[Update object codes]]
+
'''[[Client portal]]'''
  
 
----
 
----
  
'''[[Deadline reminders]]'''
+
'''[[Vendor portal]]'''
  
[[Update deadline reminders settings]]  
+
[[Vendor application URL]]  
  
 
----
 
----
  
'''[[SMTP server]]'''
+
'''[[Email templates]]'''  
 +
 
 +
----
  
[[Update SMTP server configuration]]
+
'''[[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