Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM Update users in bulk
4:30 min
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 Category
Help & support Related video tutorials
Platform Setting site-wide profiles
Discover the default profiles you can assign, such as Administrator, Advanced, Basic, and Viewer, and find out how you can create custom profiles to better suit your needs.
3:04 min
Platform Monitor your team's Phocas usage
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.
1:33 min
Platform Manage default database restrictions
Learn how to manage default restrictions for all users with access to a database, making it easy to set up a secure, default configuration.
1:30 min
Platform Easy budget upload
In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.
1:35 min