In this module
A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
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1Manage site-wide profiles (0:00)In this video for administrators Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality.
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2Manage user-specific profiles (0:00)In this video for administrators Tina shows how to create a user-specific profile to apply ad-hoc permisisons to an individual user, overriding their default profile.
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3Manage user restrictions (0:00)In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas.
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Common topics: administration, custom mode, charts, rebates, sales
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