Difference between revisions of "System settings"

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[[Account]]
+
'''[[Account]]'''
  
[[Update account details]]
+
[[Change account owner]]
  
[[Account default settings change]]
+
[[Delete account]]
  
[[Update deadline reminders settings]]
+
----
  
[[Update SMTP server configuration]]
+
'''[[License]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
  
[[Update object codes]]
 
 
----
 
----
[[Languages]]
+
'''Access control'''
 +
 
 +
'''[[Access rights| Roles]]'''
  
[[Language pair creation]]
+
'''[[Managers]]'''
 +
 
 +
'''[[Client pools]]'''
  
[[Language pair update]]
 
 
----
 
----
[[Services]]
 
  
[[Service creation]]
+
'''[[Language pairs|System values ⇾ Language pairs]]'''
  
[[Service update]]
+
[[Add language pairs]]
 +
 
 +
[[Disable language pair]]
 
----
 
----
[[Specializations]]
+
'''[[Services|System values ⇾ Services]]'''
  
[[Specialization creation]]
+
[[Create service]]
  
[[Specialization update]]
+
[[Update service]]
 
----
 
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
  
[[Units]]
+
[[Create specialization]]
  
[[Unit creation]]
+
[[Update specialization]]
 +
----
  
[[Unit update]]
+
'''[[Units|System values ⇾ Units]]'''
 +
 
 +
[[Create unit]]
 +
 
 +
[[Update unit]]
  
 
----
 
----
  
[[Currencies]]
+
'''[[Currencies|System values ⇾ Currencies]]'''
  
 
----
 
----
  
[[Users]]
+
'''[[Object codes]]'''
  
[[User creation]]
+
----
  
[[User update]]
+
'''[[Payment methods]]'''
 +
 
 +
[[Create payment method]]
 +
 
 +
[[Update payment method]]
 +
 
 +
[[Change default payment method]]
 +
 
 +
----
 +
 
 +
'''[[Taxes]]'''
  
[[User groups]]
 
 
----
 
----
[[Payment methods]]
 
  
[[Payment method creation]]
+
'''[[Reminders]]'''
  
[[Payment method update]]
+
----
  
[[Default payment method change]]
+
'''[[SMTP server]]'''
  
[[Weighted word count templates]]
+
----
  
[[SmartCAT integration]]
+
'''[[Client portal]]'''
  
[[Licensing]]
+
----
---------------
+
 
[[VAT]]
+
'''[[Vendor portal]]'''
 +
 
 +
[[Vendor application URL]]
 +
 
 +
----
 +
 
 +
'''[[Email templates]]'''
 +
 
 +
----
 +
 
 +
'''[[PDF templates]]'''
 +
 
 +
----
 +
'''[[Integrations]]'''
 +
 
 +
[[MemoQ integration]]
 +
 
 +
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
 +
 
 +
[[QuickBooks integration]]
 +
 
 +
[[Memsource integration]] - <span style="color: red"> coming soon </span>
 +
 
 +
----
 +
 
 +
'''Connectors'''
 +
 
 +
[[Locale]]
 +
 
 +
[[BeLazy]]
 +
 
 +
----
  
[[Multiple accounts for the same email]]
+
[[System reminders and notifications]]

Latest revision as of 15:50, 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