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The '''System Summary''' consists of six tabs:
* '''[[Password Policy]] ''' - displays the current [[Password|password]] policies within the [[Instance|instance]].
* '''System Security''' - Displays all '''Manager Permissions''' and '''Restrictions''' in the first column and each [[User|user]] [[Role|role]] as an additional column. The value "Yes" will be displayed in the intersection of the permission and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have that permission or restriction.
* '''[[Role]] Fields ''' - Displays all [[Custom Fields|custom fields]] associated with each [[Role|role]] and the details of each field.
* '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each company category and the details of each field.
* '''[[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.
=Technique for Using System Summary=
The '''System Summary''' pages have been created without the application of the [[Instance|instance]] '''[[Branding & Visual Settings''']]. This is to ensure that the information can be easily copied and pasted into other [[Applications|applications]] for documentation. To transfer this information to another [[Applications|application]] use the following steps:
1. Highlight the required information.
