User settings
10:23 minutes total learning time
Learn how to add new users, set restrictions for them, and update multiple users at once, making user management quicker and easier.
Phocas product
Platform 3 videos in this onboarding module
1
Add a new user to Phocas
3:11
2
Set user restrictions
2:42
3
Update users in bulk
4:30
3 videos in this onboarding module
1
Add a new user to Phocas
3:11
2
Set user restrictions
2:42
3
Update users in bulk
4:30
Add a new user to Phocas
This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile, giving access to a database, and cloning existing users to save time when setting up new users.
Supporting documentation
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.
Supporting documentation
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.
Supporting documentation
Phocas product
Platform 
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