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.
Presented by Tina Norman
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Related video tutorials
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.
Bulk update users
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.
Manage user subscriptions
Subscriptions allow users to receive favorites via email, on a schedule. This video for administrators shows how to manage user permissions for subscribing to favorites.
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.