Phocas Academy > Learning modules
Phocas Academy > Learning modules
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.
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.
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.
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.
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.
Common topics: administration, custom mode, charts, rebates, sales
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