Profiles, permissions and restrictions

13:52 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.

Phocas product

Share

5 videos in this learning module

1

Assign and edit user profiles

2:33

2

Add an organization profile

3:25

3

Set user restrictions

2:42

4

Manage favorites, dashboards, and subscriptions

3:18

5

Add and manage folders

1:54

Assign and edit user profiles

5 videos in this learning module

1

Assign and edit user profiles

2:33

2

Add an organization profile

3:25

3

Set user restrictions

2:42

4

Manage favorites, dashboards, and subscriptions

3:18

5

Add and manage folders

1:54

Assign and edit user profiles

Learn how to assign and edit profiles, from organization profiles you can apply to multiple users to user specific profiles tailored to individuals.

Supporting documentation

Assign profiles to users

Add an organization profile

Discover the default profiles you can assign, such as Administrator, Advanced, Basic, and Viewer, and find out how you can create custom organization profiles to better suit your needs.

Supporting documentation

Assign profiles to users

Set user restrictions

Learn how to apply user restrictions in Phocas to control what data individuals or groups can access, so you can ensure users only see the information relevant to their role.

Supporting documentation

Manage user restrictions

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

Manage folders Manage subscriptions

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

Phocas product

Share

Phocas Software help and support

Help & support

Have questions or need to report an issue with a Phocas product?

Related learning modules

Set up users

Set up users

This module covers the fundamentals of setting up new users in Phocas, including adding users, setting passwords, importing new users via CSV, and updating multiple users simultaneously using the bulk update feature.

5 videos

14:52 min

Defined periods

Defined periods

Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database. Learn how to maintain these.

4 videos

12:13 min

Sign in Get a demo

Privacy preference center

When you visit any website, it may store or retrieve information in your browser, mostly in the form of cookies. This information might be about you, your preferences or your device and the primary purpose is to ensure the website functions as you expect it to. While this information typically doesn't directly identify you, it contributes to a more personalized browsing experience. Because we respect your right to privacy, we provide the option to control certain types of cookies. Click on the different category headings below to learn more and modify our default settings according to your preferences. However, blocking some types of cookies might impact your experience of the website and the services we are able to offer.

Privacy and cookies policy

Manage consent preferences

Strictly necessary cookies

Always active

Functional cookies

Performance cookies

Targeting cookies