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System Summary Settings Reference

Updated

The System Summary provides Global Administrators with a consolidated view of site configuration, security, performance, and active features, accessible from Global Settings in SmartSimple.

Who: Global Administrator

System Summary Features

The following features are available in the System Summary.

Feature Description
Password Policy

Displays the current password policies in the site, including: 

  • Password Settings — Length and Complexity. 
  • Intruder Lockout Settings — Number of Attempts and Lockout Duration.
  • Intruder Email Alert — Email From, Subject, and Body content.
Global Administrators Displays all assigned Global Administrators in the system.
System Security Displays all Manager Permissions and Restrictions in the first column, with User Roles in an additional column. Yes appears at the intersection of the system component and the role that holds that permission.
Role Fields Displays all Custom Fields associated with each user role (Internal and External), including Type, Name, and Field ID.
Company Fields Displays all Custom Fields associated with each organization category (Internal and External), along with the details of each field.
Portal Shortcuts Displays all portal shortcuts in each role-based portal, including the icon associated with each shortcut.
Notes Permission Displays all Notes Permissions in the first column, with each role listed in an additional column. Yes appears at the intersection of the Note type and the role, indicating that users in that role can use that note type.
User Mode

Displays User Mode options, which can be toggled on or off for the current user. Options include: 

  • Translation Audit Mode — when enabled, highlights any areas of the system not processed through SmartSimple's language translation tool. 
  • Developer Mode — when enabled, logs system changes made by a specific user, which can then be transferred to the production server.

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