Difference between revisions of "System settings"

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[[Account]]
+
'''[[Account]]'''
  
[[Update account details page]]
+
[[Change account owner]]
  
[[Account default settings change page]]
+
[[Delete account]]
  
[[Update SMTP server configuration]]
+
----
  
[[Account owner change page]]
+
'''[[License]]'''
  
[[Language pairs]]
+
----
 +
'''[[Legal entities]]'''
  
[[Language pair creation]]
+
----
 +
'''Access control'''
  
[[Language pair update]]
+
'''[[Access rights| Roles]]'''
  
[[Services]]
+
'''[[Managers]]'''
  
[[Service creation]]
+
'''[[Client pools]]'''
  
[[Service update]]
+
----
  
[[Specializations]]
+
'''[[Language pairs|System values ⇾ Language pairs]]'''
  
[[Specialization creation]]
+
[[Add language pairs]]
  
[[Specialization update]]
+
[[Disable language pair]]
 +
----
 +
'''[[Services|System values ⇾ Services]]'''
  
[[Users]]
+
[[Create service]]
  
[[User creation]]
+
[[Update service]]
 +
----
 +
'''[[Specializations|System values ⇾ Specializations]]'''
  
[[User update]]
+
[[Create specialization]]
  
[[User groups]]
+
[[Update specialization]]
 +
----
  
[[Payment methods]]
+
'''[[Units|System values ⇾ Units]]'''
  
[[Payment method creation page]]
+
[[Create unit]]
  
[[Payment method update page]]
+
[[Update unit]]
  
[[Default payment method change page]]
+
----
 +
 
 +
'''[[Currencies|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]] - <span style="color: red"> coming soon </span>
 +
 
 +
----
 +
 
 +
'''Connectors'''
 +
 
 +
[[Locale]]
 +
 
 +
[[BeLazy]]
 +
 
 +
----
 +
 
 +
[[System reminders and notifications]]

Latest revision as of 14:50, 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