Difference between revisions of "System Summary"
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* '''[[Portal]] Shortcuts''' - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used. | * '''[[Portal]] Shortcuts''' - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used. | ||
* '''[[Notes Permissions]]''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that note type. | * '''[[Notes Permissions]]''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that note type. | ||
| + | * '''User Mode''' - Displays User mode options and allows for the feature to be switched off and on for the current user. Options include: | ||
| + | :* Translation Audit Mode: when enabled will highlight those areas of the system that are not going through SmartSimple's language translator tool | ||
| + | :* Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server. | ||
=Technique for Using System Summary= | =Technique for Using System Summary= | ||
Revision as of 09:46, 12 October 2017
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. Stay within the System tab and scroll down to the System Log and Summary 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.
- User Mode - Displays User mode options and allows for the feature to be switched off and on for the current user. Options include:
- Translation Audit Mode: when enabled will highlight those areas of the system that are not going through SmartSimple's language translator tool
- Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server.
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).
