Manage users and access

This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile, giving access to a database, and cloning existing users to save time when setting up new users.

Discover how the Clone feature allows you to quickly create a new user by copying the settings from an existing user, saving you time and eliminating the need to manually configure everything from scratch.

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.

Learn how you can reset user passwords for single or multiple users, and force users to change passwords at their next login. 

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

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.

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.

Learn how to monitor your team's Phocas usage and gain insights into the databases they’re accessing, the favorites and dashboards they’ve created, and the queries they’ve run.