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]]<span style="color:#DC143C"> - coming soon</span>
 
  
 
[[Delete account]]
 
[[Delete account]]
Line 11: Line 7:
 
----
 
----
  
'''[[Licensing|License]]'''
+
'''[[License]]'''
  
 
----
 
----
  
'''[[Vendor agreement]]'''  
+
'''[[Legal entities]]'''
  
 
----
 
----
  
'''[[Default values]]'''
+
'''[[Language pairs|System values ⇾ Language pairs]]'''
 +
 
 +
[[Add language pairs]]
  
[[Change account default values]]
+
[[Update language pair]]
  
 +
[[Disable language pair]]
 
----
 
----
 +
'''[[Services|System values ⇾ Services]]'''
  
'''[[Object codes]]'''
+
[[Create service]]
 +
 
 +
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
  
[[Update object codes]]
+
[[Create specialization]]
  
 +
[[Update specialization]]
 
----
 
----
  
'''[[Deadline reminders]]'''
+
'''[[Units|System values ⇾ Units]]'''
  
[[Update deadline reminders settings]]  
+
[[Create unit]]
 +
 
 +
[[Update unit]]
  
 
----
 
----
  
'''[[SMTP server]]'''
+
'''[[Currencies|System values ⇾ Currencies]]'''
 +
 
 +
----
  
[[Update SMTP server configuration]]
+
'''[[Object codes]]'''
  
 
----
 
----
Line 47: Line 56:
 
[[Create payment method]]
 
[[Create payment method]]
  
[[ Update payment method]]
+
[[Update payment method]]
  
[[Change default payment method and terms]]
+
[[Change default settings]]
  
 
----
 
----
  
'''[[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]]
+
'''[[Access rights]]'''
  
 
----
 
----
  
'''[[Currencies|System values=>Currencies]]'''
+
'''[[Integrations]]'''
 +
 
 +
[[MemoQ integration]]
 +
 
 +
[[ProZ.com integration]] <span style="color:red"> — this feature will be available soon </span>
 +
 
 +
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
  
 
----
 
----
  
'''[[Taxes]]'''  
+
'''[[Common notes]]'''  
  
 
----
 
----
  
'''[[Integrations]]'''
+
'''[[Email templates]]'''  
  
[[ProZ.com integration]]
+
----
 
 
[[SmartCAT integration]]
 
  
[[TQAuditor integration]]<span style="color:#DC143C"> - coming soon</span>
+
[[System reminders and notifications]]

Revision as of 12:18, 11 February 2021

Account

Change account owner

Delete account


License


Legal entities


System values ⇾ Language pairs

Add language pairs

Update language pair

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 settings


Taxes


Reminders


SMTP server


Client portal


Vendor portal

Vendor application URL


Access rights


Integrations

MemoQ integration

ProZ.com integration — this feature will be available soon

Smartcat integration

TQAuditor integration


Common notes


Email templates


System reminders and notifications