Difference between revisions of "Enterprise edition user manual"
| Line 53: | Line 53: | ||
'''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send your clients. | '''Payment methods''' are the payment details. They will be used in the invoices the system will generate to send your clients. | ||
| + | Don’t worry if you select something wrong. You’ll be able to change these values in <U>[[System|'''system settings''']]</U>. | ||
To navigate in the menu entries, use a dedicated navigation menu: | To navigate in the menu entries, use a dedicated navigation menu: | ||
Revision as of 15:23, 1 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.
Don’t worry if you select something wrong. You’ll be able to change these values in system settings.
To navigate in the menu entries, use a dedicated navigation menu:
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.
