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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 folders
In this session, learn how to:
  • Organize your favorites and dashboards for easy retrieval in Phocas
  • Create new folders like "Internal Sales" to categorize and structure your content
  • Easily rename folders, such as changing "Management" to "Senior Management"
  • Safely manage your folders by selectively deleting, streamlining your organizational structure
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