Assign and edit user profiles
2:33 min
Learn how to assign and edit profiles, from organization profiles you can apply to multiple users to user specific profiles tailored to individuals.
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Help & support Related video tutorials
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.
3:25 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 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.
4:30 min
Platform Importing users with CSV Import
In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
3:23 min
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