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]]
 
  
 
[[Delete account]]
 
[[Delete account]]
Line 11: Line 7:
 
----
 
----
  
'''[[Licensing|License]]'''
+
'''[[License]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
  
 
----
 
----
 +
'''Access control'''
 +
 +
'''[[Access rights| Roles]]'''
 +
 +
'''[[Managers]]'''
  
'''[[Vendor agreement]]''' <span style="color:#DC143C"> Coming soon</span>
+
'''[[Client pools]]'''
  
 
----
 
----
  
'''[[Default values]]'''
+
'''[[Language pairs|System values ⇾ Language pairs]]'''
  
[[Change account default values]]
+
[[Add language pairs]]
  
 +
[[Disable language pair]]
 
----
 
----
 +
'''[[Services|System values ⇾ Services]]'''
  
'''[[Object codes]]'''
+
[[Create service]]
  
[[Update object codes]]
+
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
  
 +
[[Create specialization]]
 +
 +
[[Update specialization]]
 
----
 
----
  
'''[[Deadline reminders]]'''
+
'''[[Units|System values ⇾ Units]]'''
 +
 
 +
[[Create unit]]
  
[[Update deadline reminders settings]]  
+
[[Update unit]]
  
 
----
 
----
  
'''[[SMTP server]]'''
+
'''[[Currencies|System values ⇾ Currencies]]'''
 +
 
 +
----
  
[[Update SMTP server configuration]]
+
'''[[Object codes]]'''
  
 
----
 
----
Line 47: Line 62:
 
[[Create payment method]]
 
[[Create payment method]]
  
[[ Update payment method]]
+
[[Update payment method]]
  
[[Change default payment method and terms]]
+
[[Change default payment method]]
  
 
----
 
----
  
'''[[Language pairs|System values=>Language pairs]]'''
+
'''[[Taxes]]'''  
  
[[Add language pairs]]
+
----
 +
 
 +
'''[[Reminders]]'''
  
[[Update language pair]]
 
 
----
 
----
'''[[Services|System values=>Services]]'''
 
  
[[Create service]]
+
'''[[SMTP server]]'''
  
[[Update service]]
 
 
----
 
----
'''[[Specializations|System values=>Specializations]]'''
 
  
[[Create specialization]]
+
'''[[Client portal]]'''
  
[[Update specialization]]
 
 
----
 
----
  
'''[[Units|System values=>Units]]'''
+
'''[[Vendor portal]]'''
  
[[Create unit]]
+
[[Vendor application URL]]  
 +
 
 +
----
  
[[Update unit]]
+
'''[[Email templates]]'''
  
 
----
 
----
  
'''[[Currencies|System values=>Currencies]]'''
+
'''[[PDF templates]]'''  
  
 
----
 
----
 +
'''[[Integrations]]'''
 +
 +
[[MemoQ integration]]
 +
 +
[[Smartcat integration]]
 +
 +
[[TQAuditor integration]]
  
'''[[Taxes]]'''
+
[[QuickBooks integration]]
 +
 
 +
[[Memsource integration]] - <span style="color: red"> coming soon </span>
  
 
----
 
----
  
'''[[Integrations]]'''
+
'''Connectors'''
  
[[ProZ.com integration]]
+
[[Locale]]
  
[[SmartCAT integration]]
+
[[BeLazy]]
  
[[TQAuditor integration]]
+
----
 +
 
 +
[[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