Difference between revisions of "Account"

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(Object codes)
(Deadline email reminders)
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<span style="color:#DC143C">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span>
 
<span style="color:#DC143C">'''Note:''' Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.</span>
 
== '''Deadline email reminders''' ==
 
 
 
The system notifies you by email about overdue projects, jobs, and invoices. You can switch these notifications off/on by clicking "'''Update'''":
 
 
 
[[File:Deadline reminders.jpg|border|1000px]]
 
 
It will open the '''<U> [[Update deadline reminders settings]]</U>''' page where you can select which reminders you want to receive.
 
  
 
== '''SMTP server''' ==
 
== '''SMTP server''' ==

Revision as of 08:54, 5 September 2018

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


On the "Account" page you can complete or update general information, the logo of your company, default settings, deadline email reminders, object codes and configure custom SMTP server.

Account info

The "Account info" section contains common information about your company.

You can edit general information (see the next section – Update account details page) by clicking the "Update" button at the right top of the screen.

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Here you may also change the account owner.

Company logo image

Here you may upload the logo which will be displayed in all documents generated by the system: invoices, POs, Quotes etc:

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Note: Only PNG and JPEG images with a maximum size of 350x50 pixels are supported.

SMTP server

By default, the system sends all email messages from Protemos own email server. But you can change this and make the system use your own server. To do it, click "Update":

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It will open the Update SMTP server configuration page where you can define the settings of your own SMTP server.