Administration: Setting up users
18:07 minutes total learning time
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.
6 videos in this learning module
1
Create a new user
4:14
2
Clone a user
2:14
3
Manage site-wide profiles
4:36
4
Manage user-specific profiles
1:38
5
Manage user restrictions
3:08
6
Reset and expire passwords
2:17
6 videos in this learning module
1
Create a new user
4:14
2
Clone a user
2:14
3
Manage site-wide profiles
4:36
4
Manage user-specific profiles
1:38
5
Manage user restrictions
3:08
6
Reset and expire passwords
2:17
Create a new user
This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile and giving access to a database.
Supporting documentation
Clone a user
In this video for administrators, Andy shows how to save time by using Clone to create a user account with most of the same settings as an existing user.
Supporting documentation
Manage site-wide profiles
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.
Supporting documentation
Manage user-specific profiles
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.
Supporting documentation
Manage user restrictions
In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas.
Supporting documentation
Reset and expire passwords
In this video for administrators, Andy shows how to reset user passwords and how to force a user to change their password on their next log in.
Supporting documentation
Related learning modules
Administration: Advanced
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.
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.