Difference between revisions of "System Summary"
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| − | When you need to create system documentation for an [[Instance|instance]] of [[SmartSimple]] you can access many system settings in a format that supports easy to use copy and paste functionality through the '''System Summary''' feature. To access '''System Summary''' use the following steps (you will need | + | When you need to create system documentation for an [[Instance|instance]] of [[SmartSimple]] you can access many system settings in a format that supports easy to use copy and paste functionality through the '''System Summary''' feature. To access '''System Summary''' use the following steps (you will need {{GUA}} permission to perform this task): |
1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]]. | 1. Click the [[Configuration Menu|Configuration]], [[Global Settings]] [[Menu|menu]]. | ||
Revision as of 13:43, 18 June 2013
When you need to create system documentation for an instance of SmartSimple you can access many system settings in a format that supports easy to use copy and paste functionality through the System Summary feature. To access System Summary use the following steps (you will need Global User Administrator permission to perform this task):
1. Click the Configuration, Global Settings menu.
2. Scroll to the Business & System Configuration section.
3. Click the System Summary link.
The System Summary consists of six tabs:
- Password Policy - displays the current password policies within the instance.
- System Security - Displays all Manager Permissions and Restrictions in the first column and each user role as an additional column. The value "Yes" will be displayed in the intersection of the permission and the role indicates that a user in that role will have that permission or restriction.
- Role Fields - Displays all custom fields associated with each role and the details of each field.
- Company Fields - Displays all custom fields associated with each company category and the details of each field.
- Portal Shortcuts - Displays all shortcuts used in each role-based portal including the Icon used.
- Notes Permissions - Displays all notes in the first column and each user role as an additional columns. The value "Yes" will be displayed in the intersection of the Note type and the role indicates that a user in that role will have permission to use that note type.
Technique for Using System Summary
The System Summary pages have been created without the application of the instance Branding & Visual Settings. This is to ensure that the information can be easily copied and pasted into other applications for documentation. To transfer this information to another application use the following steps:
1. Highlight the required information.
2. Choose the browser's Edit Copy menu (or press Control + C).
3. Switch to the other application.
4. Choose the application's Edit Paste menu (or press Control + V).
