Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Set up users
15:31 minutes total learning time
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.
Phocas product 
Platform
Platform 5 videos in this learning module
1
Add a new user in Phocas
3:25
2
Clone a user
1:56
3
Reset and expire passwords
2:17
4
Importing users with CSV Import
3:23
5
Update users in bulk
4:30
5 videos in this learning module
1
Add a new user in Phocas
3:25
2
Clone a user
1:56
3
Reset and expire passwords
2:17
4
Importing users with CSV Import
3:23
5
Update users in bulk
4:30
Add a new user in Phocas
This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile and giving access to a database.
Supporting documentation
Clone a user
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.
Supporting documentation
Reset and expire passwords
In this video for administrators, Andy shows how to reset user passwords and how to force a user to change their password on their next log in.
Supporting documentation
Importing users with CSV Import
In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
Supporting documentation
Update users in bulk
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.
Supporting documentation
Phocas product Platform
Platform 
Help & support Related learning modules
Platform Profiles, permissions and restrictions
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.
5 videos
12:43 min
Platform 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