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Administration: Profiles, permissions and restrictions learning module
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
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