Setting up users
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
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
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
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
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
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.