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]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
  
 
----
 
----
 +
'''Access control'''
  
'''[[Default values|Default settings]]'''
+
'''[[Access rights| Roles]]'''
  
[[Change account default values]]
+
'''[[Managers]]'''
 +
 
 +
'''[[Client pools]]'''
  
 
----
 
----
  
'''[[Object codes]]'''
+
'''[[Language pairs|System values ⇾ Language pairs]]'''
  
[[Update object codes]]
+
[[Add language pairs]]
  
 +
[[Disable language pair]]
 
----
 
----
 +
'''[[Services|System values ⇾ Services]]'''
 +
 +
[[Create service]]
  
'''[[Deadline reminders]]'''
+
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
  
[[Update deadline reminders settings]]  
+
[[Create specialization]]
  
 +
[[Update specialization]]
 
----
 
----
  
'''[[SMTP server]]'''
+
'''[[Units|System values ⇾ Units]]'''
 +
 
 +
[[Create unit]]
 +
 
 +
[[Update unit]]
 +
 
 +
----
  
[[Update SMTP server configuration]]
+
'''[[Currencies|System values ⇾ Currencies]]'''
 +
 
 +
----
 +
 
 +
'''[[Object codes]]'''
  
 
----
 
----
Line 43: 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]]'''
 +
 
 +
[[Vendor application URL]]
  
[[Create unit]]
+
----
  
[[Update unit]]
+
'''[[Email templates]]'''
  
 
----
 
----
  
'''[[Currencies|System values=>Currencies]]'''
+
'''[[PDF templates]]'''  
  
 
----
 
----
 +
'''[[Integrations]]'''
  
'''[[Taxes]]'''
+
[[MemoQ integration]]
 +
 
 +
[[Smartcat integration]]
 +
 
 +
[[TQAuditor integration]]
  
----
+
[[QuickBooks integration]]
  
'''[[Vendor agreement]]'''
+
[[Memsource integration]] - <span style="color: red"> coming soon </span>
  
 
----
 
----
  
'''[[Integrations]]'''
+
'''Connectors'''
 +
 
 +
[[Locale]]
  
[[ProZ.com integration]]
+
[[BeLazy]]
  
[[SmartCAT integration]]
+
----
  
[[TQAuditor integration]]<span style="color:#DC143C">
+
[[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