Share a favorite with anyone
Learn how you can share a favorite externally, with someone who isn't a Phocas user, e.g., a customer, supplier etc.
Presented by Tim Leonard
Head of Design
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Related video tutorials
Home page at a glance
Learn how to make the most of your home page - the starting point to easily find databases, dashboards, favorites and recents.
This video for administrators shows how to manage favorites for a database. Learn how to add favorites to additional folders and share them with users, and to rename and delete folders.
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.
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.