Set up users
5 videos in this learning module
Add a new user in Phocas
Clone a user
Reset and expire passwords
Importing users with CSV Import
Update users in bulk

5 videos in this learning module
Add a new user in Phocas
Clone a user
Reset and expire passwords
Importing users with CSV Import
Update users in bulk
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
Learn how you can reset user passwords for single or multiple users, and force users to change passwords at their next login.
Supporting documentation
Importing users with CSV Import
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
Related learning modules

Profiles, permissions and restrictions
