Administration: Profiles, permissions and restrictions
9:22 minutes total learning time
A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
3 videos in this learning module
1
Manage site-wide profiles
4:36
2
Manage user-specific profiles
1:38
3
Manage user restrictions
3:08
3 videos in this learning module
1
Manage site-wide profiles
4:36
2
Manage user-specific profiles
1:38
3
Manage user restrictions
3:08
Manage site-wide profiles
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.
Supporting documentation
Presented by Tina Norman
Implementations Consultant
Manage user-specific profiles
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.
Supporting documentation
Presented by Tina Norman
Implementations Consultant
Manage user restrictions
In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas.
Supporting documentation
Presented by Tina Norman
Implementations Consultant
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: Setting up users (advanced)
If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.