Phocas Academy > Learning modules
A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
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.
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.
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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