Difference between revisions of "System settings"

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