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• Import clients from Excel
  ...l'''; '''Name'''; '''Type'''; '''Default legal entity'''; '''Status'''; '''Default currency'''. ...n login"''' and '''"Assignable"''' fields so that you do not specify these settings manually for each client after the template is already imported (please che
  9 KB (1,484 words) - 10:11, 15 April 2024
• Client view page – General info tab
  — Edit client’s default settings. *'''"[[Update client details|<U>Update</U>]]"''' — click it to start editing general information about your clie
  4 KB (575 words) - 12:18, 13 October 2022
• Client default settings
  =='''Client settings'''== ...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
  ...me'''; '''Email'''; '''Name'''; '''Type'''; '''Default legal entity'''; '''Default currency'''. ..."''', and '''"Finances visible"''' fields so that you do not specify these settings manually for each vendor after the template is already imported (please che
  12 KB (1,871 words) - 11:09, 30 March 2023
• Vendor view page, General tab
  - Enable and disable access to the vendor's account. *'''"[[Update vendor details#General information|<U>Update</U>]]'''" — click it to start editing general information about your vend
  4 KB (659 words) - 10:18, 1 May 2023
• Change vendor default settings
  =='''Vendor settings'''== ...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
• 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
• Customization
  ...an update your account info, specify the default settings, and delete the account. (default time zone, currency, payment methods, etc.).
  3 KB (548 words) - 18:14, 10 March 2023
• 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
  1. Go to '''Settings → System values → Currencies:''' =='''Set currency as default'''==
  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" bu
  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 "to Then click "Update":
  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 "t Then click "Update":
  1 KB (174 words) - 17:27, 27 September 2022