Work with Settings

Main Settings

The system displays the Main Settings section when you go to the Settings section.

You can change the following settings:

• Currencies - select the currencies you can work with;
• Payment Currency - select the currency that your customers pay for your services;
• Timezone - select the time zone in which you work;
• Language - the system language;
• Number of days for order production - set the number of days during which you must fulfill the order;
• Payment Instructions - enter details to pay for the order. The entered details are used at the stage of payment for the completed order;
• Invoice Instructions - details for paying for the order using invoices;
• Contact Information - your contact details that can be used to contact you;
• Customer Registration Open - customers can independently register in the system using the provided link if this setting is active.

Click the Save button to save changes.

Currency Rates

You can set the currency exchange rates as follows:

• You set the exchange rate in the system yourself
• Or the exchange rate is updated automatically every morning.

Independent adjustment of the exchange rate

To set the currency exchange rate, do the following:

1. Go to the Currency Rates section.
2. Select the currency and click the Edit button.

3. On the edit page, enter the amount for $1,000.

4. Click the Save button.

Automatic adjustment of exchange rates

To automatic adjustment of exchange rates, do the following:

1. Go to the Currency Rates section.
2. Click the Settings button.

3. Check the Auto Currency Rate Update and click the Save button.

Team

You can add users to the system and define their access rights.

To manage users in the system, go to the Team section.

You can do the following:

• Add a new user
• Edit user
• Deactivate user

Add a new user

To add a new user, do the following:

1. Click the Add Team Member button.

2. On the Create New Team Member page:

• Add the user email. At this address, the user will receive a link by which they can independently set their password to the system.
• Add the first and last name.

3. Click the Save button.

4. As a result, the system displays the user page, where you can edit the access rights. Click on the access rights group.

5. Click the Save button.

Edit user

To edit the user, click on the user’s name and make changes on the user’s page. Click the Save button to save changes.

Deactivate user

To deactivate the user, do the following:

1. Click on the user’s name you need to deactivate.

2. Click the Deactivate button.

3. Click the OK button to confirm your action.

Registration

The Registration section contains a link for self-registration in the system and a generated QR code that also allows you to access the registration page.

Logo

Go to the Settings->Logo to change your laboratory logo displayed in the system.

To change the logo, do the following:

1. Click on the Change logo field.

2. Select the required image on the computer’s local disk.

3. Click the Save button.

Lockdown Laboratory

To block the laboratory site, go to the Lockdown settings section and press the Lockdown Laboratory button.

After that, the laboratory’s website will not be available for viewing.