Manage user restrictions

3:08 min
 
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
Category
Tags
Phocas Software help and support
Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Manage site-wide profiles

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.
4:36 min
Manage user-specific profiles

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.
1:38 min
Bulk update users

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.

3:37 min
Manage user subscriptions

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.
3:08 min
Phocas Software

Let’s talk

Are you interested in becoming a Phocas partner?

Phocas Software

Contact us

Fill in the form below, and we will get back to you as soon as possible.

Phocas Software