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Profiles, permissions and restrictions

12:43 minutes total learning time
A user's profile defines their access and capabilities in Phocas. This module demonstrates how to assign profiles and permissions to individuals or groups, and how to efficiently manage data sharing across your Phocas site.
5 videos in this learning module
1
Change a single user's profile
1:45
2
Setting site-wide profiles
3:04
3
Set user restrictions
2:42
4
Manage favorites, dashboards, and subscriptions
3:18
5
Add and manage folders
1:54
Change a single user's profile
Setting site-wide profiles
Set user restrictions
Manage favorites, dashboards, and subscriptions
Add and manage folders

Change a single user's profile

Learn how to set up individual user accounts by applying a default profile or creating a custom, user-specific one. You'll also discover how to save time by copying an existing user’s profile, allowing you to quickly transfer permissions and make adjustments without starting from scratch.

Supporting documentation

Assign profiles to users

Setting site-wide profiles

Discover the default profiles you can assign, such as Administrator, Advanced, Basic, and Viewer, and find out how you can create custom profiles to better suit your needs.

Supporting documentation

Assign profiles to users

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

Manage user restrictions

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.

Supporting documentation

Manage folders Manage subscriptions

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
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