In this module
If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.
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1Importing users with CSV Import (0:00)In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
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2Bulk update users (0:00)In this video for administrators, Andy shows how to save time by using Bulk update when you need to update settings for more than one user. You can apply common permissions and settings to multiple users. This is often the next step after importing users.
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