Difference between revisions of "Account"

Revision as of 14:50, 4 March 2020

Account page: https://cloud.protemos.com/account/view

On the Account page you can complete or update general information, upload the logo of your company, delete your account.

To do so, go to Settings ⇾ Account:

Account details

The Account details section contains common information about your company.

Here you can change the account owner (this option is available only for the owner of the account) and Update account name by clicking on the corresponding buttons:

Default settings

Here you can define the following settings:

• Default legal entity: the legal entity that will be added by default to all newly created clients and vendors (unless you don't indicate the different one).

• Time zone for new users: the time zone that will be added by default to all newly created manager, client, and vendor profiles (unless you don't indicate the different one).

• System currency: the currency you are using for balances and reporting. For more info, please see the Currencies page.

• Default PDF page size: here you can set the size of the PDF page for invoices generated by the system.

• Default PDF page orientation: here you can set the PDF page orientation for invoices generated by the system.

• Default PDF locale: here you may specify the default locale (language,date and time) of invoices for all newly created clients and vendors. You may also define it individually for a particular client or vendor.

To change any of the above settings, click "Update":

For more information, please see the Update account default settings page.

Delete account

You can immediately and permanently delete all your account data and files from the server.

To do so, press the "Delete account" button:

More details here.