Portal language & currency

If you are working with equipme for the first time, it is helpful to set the language and currency that you and your users are most comfortable with.

• Set your personal language

• Set the default language for the entire company portal

• Set the default currency for the entire company portal

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Set your personal language

In the upper right corner of the portal, you will see your user profile.

Click on it to access the “Language” option. Here you can switch directly to the language you want to use. The change will take effect immediately—you don't need to save anything.

This option is quick and useful if you only want to set the language for yourself.

2. Set the default language for the entire company portal

If you want to set a default language for new users of your company portal, you can do so in the portal settings.

Go to: Settings → Portal settings.

At the top of the page, you will find the Preferred language option.

Select the desired language and save your changes.

This sets the default language for new employees.

Please note that employees can change their profile language themselves at a later date (see "1. Set your personal language"). The personal language setting overrides the company default.

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Set the default currency for the entire company portal

You can also set the currency in which quotes are to be created and asset costs recorded under Settings -> Portal settings.

Please note that the currency can only be changed in the standard version if no assets have been purchased/inventoried yet.

If you need support for multiple currencies in your portal, please contact us to activate the multi-currency feature.