Permissions and restrictions

11:10 minutes total learning time

Learn how to manage user and site-wide profiles, folders, favorites and dashboards.

Phocas product

Platform

4 videos in this onboarding module

Assign and edit user profiles

2:33

Add an organization profile

3:25

Add and manage folders

1:54

Manage favorites, dashboards, and subscriptions

3:18

4 videos in this onboarding module

Assign and edit user profiles

2:33

Add an organization profile

3:25

Add and manage folders

1:54

Manage favorites, dashboards, and subscriptions

3:18

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.

Supporting documentation

Assign profiles to users

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.

Supporting documentation

Assign profiles to users

Add and manage folders

Learn how to organize user favorites and dashboards into folders within a database. Discover how to create, rename, or delete folders and manage access permissions for each one.

Supporting documentation

Manage folders

Manage favorites, dashboards, and subscriptions

Learn how to manage and share favorites and dashboards with users, and discover how to subscribe them to email notifications to keep them updated on important changes in key data.