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→System Design Summary
:: [[File:System security settings.png|thumb|left|600px|border]]
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||'''Role Fields'''
||This will display all the [[Custom Fields – General Information|Custom Fields]] that are associated with each user role (split into [[Internal]] vs [[External]]), and the details of each field such as its Type, Name, Field ID, etc.
:: [[File:Role fields.png|thumb|left|600px|border]]
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||'''Company Fields'''
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This will display all the [[Custom Fields – General Information|Custom Fields]] associated with each organization category (and split into [[Internal]] vs [[External]]) and the details of each field.
:: [[File:System summary company fields.png|thumb|left|600px|border]]
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||'''Portal Shortcuts'''
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This will display all the [[Portals#Shortcuts|portal shortcuts]] used in each [[User Role|role]]-based [[Portals|portal]], including the '''icon '''used.
:: [[File:Portal shortcuts.png|thumb|left|600px|border]]
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||'''Notes Permission'''
||This will display all the [[Notes Permissions]] in the first column and each [[User Role|role]] as an additional column. The value '''Yes '''will be displayed at the intersection of the '''Note '''type, and the [[User Role|role]] indicates that a [[User|user]] in that role will have permission to use that [[Notes Overview#Creating a New Note Type|note type]].
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||'''User Mode'''
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This will display the User Mode options and allows for the feature to be switched off and on for the current user.
[[File:User mode.png|thumb|left|500px|border]]
The options include the following:
* '''Translation Audit Mode: '''When enabled, this will highlight any areas of the system that are not going through SmartSimple's [[:Category:Translation|language translator]] tool.
* '''Developer Mode: '''When enabled, any system changes made by a particular user are logged and can be ported to the production server.
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=System Design Summary=
You can also generate a word document that provides a summary of the system settings through the '''System Design Summary '''feature.
1. Click on the 9-square menu icon on the top right of your page.
:: {{Icon-Menu}}
2. Under the heading '''Configuration, '''select '''Global Settings.'''
3. Scrolling down to the section titled '''System Log and Summary, '''click on the hyperlink '''System Design Summary. '''
:: [[File:System design summary.png|550px|border]]
4. Clicking this will enable a modal window to open. The window will contain different headings, each corresponding to a {{UTA}} within the system or the '''General ''''''System, '''and each with available [[Custom Fields]] or settings that can be enabled as part of the documented summary.
:: [[File:Sys design summary.png|700px|border]]
{| class="wikitable"
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||'''[[Global Settings]]'''
||Provides a summary of Global Settings including Data Policies and Security Matrices.
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||'''[[Workflows Overview|Workflows]]'''
||Provides a summary of the settings that have been enabled onto each individual workflow.
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||'''[[Portals]]'''
||Provides a summary of each of the portals and portal details that have been configured against [[User Role|user roles]].
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||'''{{UTA}}s'''
||Provides a summary of the settings for each individual [[UTA]], including a toggle option to indicate whether the summary should include [[Custom Fields]].
|}
5. Once the modules are selected appropriately within each section, click the '''Generate '''button. A design summary document will automatically begin to be downloaded onto your local computer.
* If there were any settings that you did not toggle on, you may always re-generate''' System Design Summary''' documents by toggling on the new options and clicking the '''Generate '''button again.
==See Also==
* [[Manager Permissions]]
[[Category:Global Settings]][[Category:System Management]][[Category:System Auditing]]
