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.
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.
In this video for administrators Tina shows how to organise user favorites and dashboards within a database into folders. Learn how to create, rename or delete a folder and select who can access each folder.
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.
Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc.
4:47 min
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