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]]'''
  
 
----
 
----
  
'''[[Default values|Default settings]]'''
+
'''[[Managers]]'''
 +
 
 +
----
  
[[Change account default values]]
+
'''[[Legal entities]]'''
  
 
----
 
----
  
'''[[Language pairs|System values=>Language pairs]]'''
+
'''[[Language pairs|System values Language pairs]]'''
  
 
[[Add language pairs]]
 
[[Add language pairs]]
  
 
[[Update language pair]]
 
[[Update language pair]]
 +
 +
[[Disable language pair]]
 
----
 
----
'''[[Services|System values=>Services]]'''
+
'''[[Services|System values Services]]'''
  
 
[[Create service]]
 
[[Create service]]
Line 33: Line 33:
 
[[Update service]]
 
[[Update service]]
 
----
 
----
'''[[Specializations|System values=>Specializations]]'''
+
'''[[Specializations|System values Specializations]]'''
  
 
[[Create specialization]]
 
[[Create specialization]]
Line 40: Line 40:
 
----
 
----
  
'''[[Units|System values=>Units]]'''
+
'''[[Units|System values Units]]'''
  
 
[[Create unit]]
 
[[Create unit]]
Line 48: Line 48:
 
----
 
----
  
'''[[Currencies|System values=>Currencies]]'''
+
'''[[Currencies|System values Currencies]]'''
 +
 
 +
----
  
 +
'''[[Object codes]]'''
  
 
----
 
----
  
'''[[Object codes]]'''
+
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
 +
 
 +
[[Update payment method]]
  
[[Update object codes]]
+
[[Change default settings]]
  
 
----
 
----
  
'''[[Deadline reminders]]'''
+
'''[[Taxes]]'''  
 +
 
 +
----
  
[[Update deadline reminders settings]]  
+
'''[[Reminders]]'''
  
 
----
 
----
Line 67: Line 76:
 
'''[[SMTP server]]'''
 
'''[[SMTP server]]'''
  
[[Update SMTP server configuration]]
+
----
 +
 
 +
'''[[Client portal]]'''
  
 
----
 
----
  
'''[[Payment methods]]'''
+
'''[[Vendor portal]]'''
  
[[Create payment method]]
+
[[Vendor application URL]]  
  
[[ Update payment method]]
+
----
  
[[Change default payment method and terms]]
+
'''[[Access rights]]'''
  
 
----
 
----
  
'''[[Taxes]]'''  
+
'''[[Integrations]]'''
 +
 
 +
[[MemoQ integration]]
 +
 
 +
[[ProZ.com integration]] <span style="color:red"> — this feature will be available soon </span>
 +
 
 +
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
  
 
----
 
----
  
'''[[Vendor agreement]]'''  
+
'''[[Common notes]]'''  
  
 
----
 
----
  
'''[[Integrations]]'''
+
'''[[Email templates]]'''  
  
[[ProZ.com integration]]
+
----
 
 
[[SmartCAT integration]]
 
  
[[TQAuditor integration]]<span style="color:#DC143C">
+
[[System reminders and notifications]]

Revision as of 10:43, 27 April 2021

Account

Change account owner

Delete account


License


Managers


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