Difference between revisions of "System settings"

From Protemos Wiki
Jump to: navigation, search
 
(27 intermediate revisions by 4 users not shown)
Line 2: Line 2:
  
 
[[Change account owner]]
 
[[Change account owner]]
 
[[Update account default settings]]
 
  
 
[[Delete account]]
 
[[Delete account]]
Line 9: Line 7:
 
----
 
----
  
'''[[Licensing|License]]'''
+
'''[[License]]'''
 +
 
 +
----
 +
'''[[Legal entities]]'''
  
 
----
 
----
 +
'''Access control'''
  
'''[[Legal entities]]'''
+
'''[[Access rights| Roles]]'''
 +
 
 +
'''[[Managers]]'''
 +
 
 +
'''[[Client pools]]'''
  
 
----
 
----
Line 20: Line 26:
  
 
[[Add language pairs]]
 
[[Add language pairs]]
 
[[Update language pair]]
 
  
 
[[Disable language pair]]
 
[[Disable language pair]]
Line 60: Line 64:
 
[[Update payment method]]
 
[[Update payment method]]
  
[[Change default settings]]
+
[[Change default payment method]]
  
 
----
 
----
Line 67: Line 71:
  
 
----
 
----
 
'''[[Deadline reminders]]'''
 
  
 
'''[[Reminders]]'''
 
'''[[Reminders]]'''
Line 88: Line 90:
 
----
 
----
  
 +
'''[[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