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Manage content and folders

5:12 minutes total learning time
A user's profile defines their access and capabilities in Phocas. This module demonstrates how to assign profiles and permissions to individuals or groups, and how to efficiently manage data sharing across your Phocas site.

2 videos in this learning module

1

Manage favorites, dashboards, and subscriptions

3:18
2

Add and manage folders

1:54
Manage favorites, dashboards, and subscriptions
Add and manage folders

Manage favorites, dashboards, and subscriptions

Learn how to manage and share favorites and dashboards with users, and discover how to subscribe them to email notifications to keep them updated on important changes in key data.

Supporting documentation

Add and manage folders

Learn how to organize user favorites and dashboards into folders within a database. Discover how to create, rename, or delete folders and manage access permissions for each one.

Supporting documentation

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