Home Academy Learning modules Administration: Setting up users (advanced)

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
Bulk update users

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

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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