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
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
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
Related learning modules
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.
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.