Administration: Setting up users (advanced)

7:00 minutes total learning time
If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.
2 videos in this learning module
1
Importing users with CSV Import
3:23
2
Bulk update users
3:37
 
 

Importing users with CSV Import

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.

Supporting documentation

Andy Bass
Presented by Andy Bass
Implementations Consultant

Bulk update users

Learn how to save time by applying settings, permissions and database restrictions to multiple users at once using Bulk Update. This is often the next step after importing users.

Supporting documentation

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Related learning modules

Administration: Setting up users

Administration: Setting up users

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.
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