Administration: Setting up users

18:07 minutes total learning time
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.
6 videos in this learning module
1
Create a new user
4:14
2
Clone a user
2:14
3
Manage site-wide profiles
4:36
4
Manage user-specific profiles
1:38
5
Manage user restrictions
3:08
6
Reset and expire passwords
2:17
 
 
 
 
 
 

Create a new user

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

Andy Bass
Presented by Andy Bass
Implementations Consultant

Clone a user

In this video for administrators, Andy shows how to save time by using Clone to create a user account with most of the same settings as an existing user.

Supporting documentation

Andy Bass
Presented by Andy Bass
Implementations Consultant

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

Tina Norman
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

Tina Norman
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

Tina Norman
Presented by Tina Norman
Implementations Consultant

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

Andy Bass
Presented by Andy Bass
Implementations Consultant
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Related learning modules

Administration: Advanced

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

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: Profiles, permissions and restrictions

Administration: Profiles, permissions and restrictions

A user's profile determines what they can do in Phocas. This module covers assigning profiles and permissions to groups of users or individuals.
Administration: Setting up users (advanced)

Administration: Setting up users (advanced)

If you're experienced in Phocas administration, learn how to save time with features for administrators with multiple users.
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