Administration: Advanced
17:21 minutes total learning time
Learn about advanced administration options, including managing how data is shared by your users and how to exclude weekends and public holidays from your results.
5 videos in this learning module
1
Manage favorites
3:11
2
Manage dashboards
3:58
3
Manage folders
3:25
4
Manage user subscriptions
3:08
5
Create a Working Days calendar
3:39
5 videos in this learning module
1
Manage favorites
3:11
2
Manage dashboards
3:58
3
Manage folders
3:25
4
Manage user subscriptions
3:08
5
Create a Working Days calendar
3:39
Manage favorites
This video for administrators shows how to manage favorites for a database. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders.
Supporting documentation
Manage dashboards
In this video for administrators Tina shows how to manage dashboards within a database. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards.
Supporting documentation
Manage folders
In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Learn how to create, rename or delete a folder and select who can access each folder.
Supporting documentation
Manage user subscriptions
Subscriptions allow users to receive favorites via email, on a schedule. This video for administrators shows how to manage user permissions for subscribing to favorites.
Supporting documentation
Create a Working Days calendar
In this video for administrators Andy shows how to create a working days calendar. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value.
Supporting documentation
Related learning modules
Administration: Setting up users
This module covers the essentials of setting up new users in Phocas. Add users, set passwords and manage access to data via restrictions, profiles and permissions.
Administration: Defined periods
Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database. Learn how to maintain these.
Administration: Profiles, permissions and restrictions
A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
Administration: Setting up users (advanced)
If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.