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Create the page "Account default settings change page" on this wiki! See also the search results found.

  • Import clients from Excel
    ''Import clients from Excel page: [http://cloud.protemos.com/client-import/index/ http://cloud.protemos.com/ ...he list of clients, contacts, and prices, you can easily import it on this page without entering such information manually.
    9 KB (1,484 words) - 10:11, 15 April 2024
  • Client view page – General info tab
    — Edit client’s default settings. ...client on the '''<u>[[Update client details|Update client details]]</u>''' page.
    4 KB (575 words) - 12:18, 13 October 2022
  • Client default settings
    =='''Client settings'''== Go to the client profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':
    1 KB (231 words) - 11:50, 16 August 2022
  • Import vendors from Excel
    ''Vendors import page: [http://cloud.protemos.com/vendor-import/index/ http://cloud.protemos.com/ ...ge pairs, contacts, and prices, you can easily import all the info on this page without entering such information manually.
    12 KB (1,871 words) - 11:09, 30 March 2023
  • Vendor view page, General tab
    - Enable and disable access to the vendor's account. ...You cannot delete vendors with recorded jobs. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts.
    4 KB (659 words) - 10:18, 1 May 2023
  • Change vendor default settings
    =='''Vendor settings'''== Go to the vendor profile you need, scroll down to the '''Settings''' section, and click '''"Update"''':
    1 KB (217 words) - 10:37, 16 August 2022
  • Account
    ...page: [https://cloud.protemos.com/account/view https://cloud.protemos.com/account/view]'' ...r update general information, upload the logo of your company, delete your account.
    3 KB (527 words) - 18:40, 5 December 2022
  • Access rights
    Go to '''Settings ⇾ Access control ⇾ Roles '''. [[File:Settings - access control - roles.png|border|300px]]
    3 KB (441 words) - 13:07, 8 February 2023
  • Change default payment method
    ...https://cloud.protemos.com/account-payment-method/index cloud.protemos.com/account-payment-method]'' To change the default payment method, go to '''Settings → Payment methods''':
    800 bytes (123 words) - 11:55, 6 September 2022
  • SMTP server
    ...page: [https://cloud.protemos.com/account/smtp https://cloud.protemos.com/account/smtp]'' =='''Update default SMTP server'''==
    3 KB (540 words) - 15:21, 10 April 2024
  • Frequently Asked Questions
    * The number of licenses acquired for your Enterprise account defines how many of your managers can log in to the system simultaneously. ...they are not personal licenses and are simply connected to your Enterprise account. And any of the managers can log in as long as the limit of managers logged
    36 KB (5,950 words) - 18:44, 27 December 2023
  • Currencies
    ''Currencies list page: [https://cloud.protemos.com/currency/index https://cloud.protemos.com/curr 1. Go to '''Settings → System values → Currencies:'''
    2 KB (268 words) - 16:39, 14 September 2022
  • Enterprise edition user manual
    To start working with Protemos, please create your account in the system by completing the following steps: 1. Click the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [ht
    64 KB (10,245 words) - 11:21, 28 February 2023
  • PDF templates
    To create a template, go to '''Settings → PDF Templates:''' [[File:Settings - pdf templates.png|border|280px]]
    18 KB (2,710 words) - 13:28, 24 November 2023
  • Freelance edition user manual
    '''To start working with Protemos, create your account in the system by completing the following steps:''' 1. Click the "'''CREATE PROTEMOS ACCOUNT'''" button on the website '''<U> <span style="background-color:yellow"> [ht
    40 KB (6,336 words) - 12:37, 19 June 2023
  • Vendor view page, Services
    ...ecified in your account. To update the list of all services, please go to Settings -> System values -> [[https://cloud.protemos.com/service/index Services]]. By default, a vendor works with all services. To change it, please use the "toggle" button:
    901 bytes (147 words) - 17:17, 27 September 2022
  • Vendor view page, Language pairs
    By default, the vendor works with all language pairs. To change it, please use the "toggle" button: ...ed in your account. To update the list of all language pairs, please go to Settings -> System values -> [[https://cloud.protemos.com/lang/index Language pairs]
    1 KB (192 words) - 17:26, 27 September 2022
  • Vendor view page, Specializations
    By default, the vendor works with all specializations. To change it, please use the "toggle" button: ...d in your account. To update the list of all specializations, please go to Settings -> System values -> [[https://cloud.protemos.com/spec/index Specializations
    1 KB (174 words) - 17:27, 27 September 2022
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