Set user restrictions
Learn how to apply user restrictions in Phocas to control what data individuals or groups can access, so you can ensure users only see the information relevant to their role.
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Platform 
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Platform Add an organization profile
Discover the default profiles you can assign, such as Administrator, Advanced, Basic, and Viewer, and find out how you can create custom organization profiles to better suit your needs.
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.
Platform Assign and edit user profiles
Learn how to assign and edit profiles, from organization profiles you can apply to multiple users to user specific profiles tailored to individuals.
Platform 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.
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