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• Job view
  ...r the job, offered this job to several candidates by clicking the "'''<u>[[Create job tenders|New tender]]</u>'''" button in the "Tenders list" section. [[File:Create tender.png|border|800px]]
  10 KB (1,701 words) - 15:21, 18 March 2024
• Clients list
  *Create new clients and import their data from Excel. =='''Create, import clients'''==
  5 KB (748 words) - 12:25, 14 October 2022
• Import clients from Excel
  ...ice|services]]</U>, <U>[[Create specialization|specializations]]</U>, <U>[[Create unit|units]]</U>, and <U>[[Currencies#Add currencies|currencies]]</U>.''' ...“Last name”''' fields refer to the first and last names of the primary user (a company representative who you contact the most with).
  9 KB (1,484 words) - 10:11, 15 April 2024
• Create client
  [[File:Create new client.png|border|1070px]] =='''Primary user'''==
  2 KB (305 words) - 15:16, 28 February 2023
• Client view
  ...info tab|'''General info''']]</U> — view and edit company info, primary user, and payment conditions; ...[Client view page – Taxes tab|'''Taxes''']]</U> — on this tab, you can create the custom taxes set for this client. Here you may also define which taxes
  1 KB (227 words) - 10:43, 14 October 2022
• Client view page – General info tab
  ...gs, follow the client-related objects by using the Quick links option, and create a quote or project for this client: =='''Primary user'''==
  4 KB (575 words) - 12:18, 13 October 2022
• Update client details
  ...e, address, VAT number, etc.) and information about the client’s primary user. ...og in"''' checkbox, the client can register with your company on Protemos, create quote requests, projects, check files and get the corresponding notificatio
  1 KB (158 words) - 11:15, 14 October 2022
• Vendors list
  - Create new vendors and import them from Excel. =='''Create and import vendors'''==
  5 KB (762 words) - 11:37, 4 May 2023
• Import vendors from Excel
  ...ice|services]]</U>, <U>[[Create specialization|specializations]]</U>, <U>[[Create unit|units]]</U>, and <U>[[Currencies#Add currencies|currencies]]</U>.''' ...ill not be sent, but you can <U>'''[[Vendor view page, General tab#Primary user|invite vendors later]]'''</U>).
  12 KB (1,871 words) - 11:09, 30 March 2023
• Create vendor
  ...page: [https://cloud.protemos.com/vendor/create cloud.protemos.com/vendor/create]'' [[file:Create vendor button.png|border|1000px]]
  3 KB (475 words) - 16:11, 14 October 2022
• Vendor view
  *'''General info''' — view and edit vendor info, primary user, and payment conditions. *'''Taxes''' — on this tab you can create a custom taxes set for this vendor. Here you may also define which taxes se
  1 KB (151 words) - 12:24, 14 October 2022
• Vendor view page, General tab
  ...with recorded jobs. But you may <U>[[Vendor view page, General tab#Primary user|'''disable their access''']]</U> to accounts. =='''Primary user'''==
  4 KB (659 words) - 10:18, 1 May 2023
• Access rights
  ...d access rights: [https://cloud.protemos.com/user/roles cloud.protemos.com/user/roles]'' *'''Sales manager''' — a manager who can create quotes and projects but cannot access jobs as well as job tenders. This rol
  3 KB (441 words) - 13:07, 8 February 2023
• Send quote
  In this case, the primary user will be the default recipient of the quote. You have the option not to send quotes to the primary user.
  3 KB (531 words) - 10:32, 13 September 2022
• Client pools
  For instance, you can create a pool with one client and assign it to a specific manager, and this manage =='''Create client pool'''==
  5 KB (787 words) - 17:07, 5 December 2023
• Frequently Asked Questions
  * Уou can <U>[[New_manager#How_to_invite_manager|'''create''']]</U> as many manager profiles as you need regardless of how many licens Even if a license is expired, a user can log in to their account, see and export the data to Excel.
  36 KB (5,950 words) - 18:44, 27 December 2023
• 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-c
  64 KB (10,245 words) - 11:21, 28 February 2023
• Vendor user manual
  3. Create your own username and password and press '''"Submit"'''. [[File:Redirect.jpg|40px|link=Vendor user manual]] Back to the '''table of contents'''.
  17 KB (2,733 words) - 15:15, 27 October 2023
• Vendor finances
  '''Both you and the translation agency can create invoices for the jobs completed by you.''' If the translation agency asks you to create invoices on your own, please do the following:
  1 KB (245 words) - 14:09, 15 September 2022
• 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-c
  40 KB (6,336 words) - 12:37, 19 June 2023

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