Home Customer resources Onboarding series

Technical user/admin

14 sessions in this series

Explore advanced administration, data loading, and the intricacies of database design to elevate your technical expertise.

Create a new user

Create a new user

This video for Phocas administrators takes you through some simple steps to create a new user in Phocas, including assigning a profile and giving access to a database.
Clone a user

Clone a user

In this video for administrators, Andy shows how to save time by using Clone to create a user account with most of the same settings as an existing user.
Manage site wide profiles

Manage site wide profiles

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.
Manage user specific profiles

Manage user specific profiles

In this video for administrators, Tina shows how to create a user-specific profile to apply ad-hoc permissions to an individual user, overriding their default profile.
Reset and expire passwords

Reset and expire passwords

In this video for administrators, Andy shows how to reset user passwords and how to force a user to change their password on their next log in.
Manage user restrictions

Manage user restrictions

In this video for administrators, Tina shows how to apply user restrictions to specify what data individuals or groups can see in Phocas.
Add a defined period to the period

Add a defined period to the period

As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. In this video for Phocas administrators Tina shows how to create a brand new period with a simple 'offset' date range to ensure the period updates dynamically, or to simply choose from a list of pre-built periods.
Add a defined period using dynamic month option

Add a defined period using dynamic month option

In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year.
Add a defined period using special offset days

Add a defined period using special offset days

In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month.
Manage folders

Manage 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 favourites

Manage favourites

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.
Manage dashboards

Manage dashboards

In this video for administrators Tina shows how to manage dashboards within a database. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards.
Manage user subscriptions

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.
Create a working days calendar

Create a working days calendar

In this video for administrators Andy shows how to create a working days calendar. This allows you to exclude non-working days (e.g., weekends and public holidays) to give your users a more accurate average daily value.