Difference between revisions of "System settings"

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'''[[Account]]'''
 
'''[[Account]]'''
 
[[Update account details]]
 
  
 
[[Change account owner]]
 
[[Change account owner]]
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----
 
----
  
'''[[Licensing|License]]'''
+
'''[[License]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
  
 
----
 
----
 +
'''Access control'''
  
'''[[Default settings]]'''
+
'''[[Access rights| Roles]]'''
  
[[Update account default settings]]
+
'''[[Managers]]'''
 +
 
 +
'''[[Client pools]]'''
  
 
----
 
----
  
'''[[Language pairs|System values=>Language pairs]]'''
+
'''[[Language pairs|System values Language pairs]]'''
  
 
[[Add language pairs]]
 
[[Add language pairs]]
 
[[Update language pair]]
 
  
 
[[Disable language pair]]
 
[[Disable language pair]]
 
----
 
----
'''[[Services|System values=>Services]]'''
+
'''[[Services|System values Services]]'''
  
 
[[Create service]]
 
[[Create service]]
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[[Update service]]
 
[[Update service]]
 
----
 
----
'''[[Specializations|System values=>Specializations]]'''
+
'''[[Specializations|System values Specializations]]'''
  
 
[[Create specialization]]
 
[[Create specialization]]
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----
 
----
  
'''[[Units|System values=>Units]]'''
+
'''[[Units|System values Units]]'''
  
 
[[Create unit]]
 
[[Create unit]]
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----
 
----
  
'''[[Currencies|System values=>Currencies]]'''
+
'''[[Currencies|System values Currencies]]'''
 +
 
 +
----
 +
 
 +
'''[[Object codes]]'''
  
 
----
 
----
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[[Create payment method]]
 
[[Create payment method]]
  
[[ Update payment method]]
+
[[Update payment method]]
  
[[Change default settings]]
+
[[Change default payment method]]
  
 
----
 
----
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----
 
----
  
'''[[Object codes]]'''
+
'''[[Reminders]]'''
 
 
[[Update object codes]]
 
 
 
----
 
 
 
'''[[Deadline reminders]]'''
 
 
 
[[Update deadline reminders settings]]
 
  
 
----
 
----
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----
 
----
  
'''[[Client portal]]'''<span style="color:red"> - the article is being edited </span>
+
'''[[Client portal]]'''
  
 
----
 
----
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----
 
----
  
 +
'''[[Email templates]]'''
 +
 +
----
 +
 +
'''[[PDF templates]]'''
 +
 +
----
 
'''[[Integrations]]'''
 
'''[[Integrations]]'''
  
[[ProZ.com integration]]
+
[[MemoQ integration]]  
  
[[SmartCAT integration]]
+
[[Smartcat integration]]
  
 
[[TQAuditor integration]]
 
[[TQAuditor integration]]
 +
 +
[[QuickBooks integration]]
 +
 +
[[Memsource integration]] - <span style="color: red"> coming soon </span>
 +
 +
----
 +
 +
'''Connectors'''
 +
 +
[[Locale]]
 +
 +
[[BeLazy]]
  
 
----
 
----
  
[[System reminders and notifications]] <span style="color:red"> - the article is being edited </span>
+
[[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