Difference between revisions of "Enterprise edition user manual"
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Revision as of 16:01, 2 August 2017
Get started with Protemos
To start working with Protemos, create your account in the system by completing the following steps:
1. Press the "Sign up" button at the website www.protemos.com
2. Go to the Create Account page:
3. Select your account type:
Enterprise: select this option if you are going to assign jobs to in-house translators, freelancers or other companies.
If you select this, the system will have supplier’s functionality and you will be able to assign jobs to your suppliers.
Freelance: this is a light and free version of the system. Select this option if you are doing all jobs alone and do not subcontract freelancers.
If you select this, you will not be able to create suppliers in the system and assign jobs to them. Upgrade to Enterprise version is possible if desired.
3. Fill in all the boxes and click the "Sign up" button:
4. After pressing the "Sign up" button, the account will be set up and you will see a welcome screen to start working with the system.
5. Press the "OK, let’s get started!" button:
The system setup wizard will be displayed:
6. Enter data for each menu entry:
Services are the services you provide. In addition to translation and proofreading, you can indicate any other services such as layout design, OCR, etc.
Language pairs are your language pairs.
Units are units to measure the volume of work. For example, hours, words, pages, etc.
Specializations are your specializations.
Currencies are the currencies you work with such as US dollars or euros. Indicate the main currency of the system here. The system will use it for accounting.
Payment methods are the payment details. They will be used in the invoices the system will generate to send your clients.
To navigate in the menu entries, use a dedicated navigation menu:
Don’t worry if you select something wrong. You’ll be able to change these values in system settings.
7. Having completed all the entries, press the "Complete wizard" button:
8. The following screen will be displayed:
This means that your account has been created and you can start working with Protemos.
However, before you start working with the projects in the system, you need to add your clients in it.
For Enterprise version, you need also to add vendors. These areas will be addressed in the following sections.
Back to the table of contents.
System values settings
You can change and set system values in the System menu:
Each of these menu screens is described below.
System =>Account
On the "Account" page you can complete, delete or update general information,
the logo of your company, default settings, deadline email reminders and configure custom SMTP server.
GENERAL INFO
The "General info" section contains common information about your company.
Here you can amend information about your company and change account owner.
To edit information press the "Update" button:
Confirm changes by clicking "Update" or call off them with the "Cancel" button after editing:
To change account owner press the "Change account owner" button:
Assign a new owner and press the "Update" button to сonfirm change:
Note: the “User group” for this user should be “Administrator”.
For more info on user creation, please see the User creation page.
COMPANY LOGO IMAGE
On the "Company logo image" section you can upload company logo image which will be displayed
in all documents generated by the system: invoices, POs, Quotes etc.
Press the "Upload new" button to upload a logo:
Note: only PNG and JPEG images with a maximum size of 350x50 pixels are supported.
DEFAULT SETTINGS
On the "Default settings" section you can define the following settings:
Default time zone: the time zone you are located in. It's used for the deadlines calculation.
Default currency: the currency you are using for balances and reporting. for more info, please see the Currencies page.
Default payment method: the method which will be added by default to all your invoices unless you don't indicate the different method for specific client or invoice.
Default payment terms: standard payment terms for all your clients. It defines how soon the payment should be made after issuing the invoice. You can set different method for an individual client.
Default VAT for client invoices: this is the VAT value to be added to all invoices that you issue to your clients. For more info, please see the VAT page.
Default VAT for vendor invoices: this is the VAT value to be added to all invoices that you issue to your vendors (or your vendors issue to you). For more info, please see the VAT page.
To change any of the above settings, click "Update":
It will open the "Change account default settings" page:
Having completed all the entries, press the "Update" button.
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":
It will open the "Update deadline reminders settings" page where you can select which reminders you want to receive.
Select which reminders you want to receive and press "Update":
Note: reminders will be sent one day before deadline and upon deadline.
CUSTOM 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 this, click "Update":
It will open the "Update SMTP server configuration" page where you can define the settings of your own SMTP server:
Press "Update" to save changes.
System =>License
When you are registering your account, you get a free 3-months trial license. It works just like a normal license, with no limitations.
On the "License Details" page you can see:
- your license status and type;
- active managers limit (the number of users with Administrator, Project manager, Project and finance manager rights that can work in the system simultaneously);
- when your license expires;
- the time left before the expiration date of your license.
When the trial period is over, the account owner may request the license by pressing the "Request license" button:
