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CRM Set up users
15:31 minutes total learning time
This module covers the fundamentals of setting up new users in Phocas, including adding users, setting passwords, importing new users via CSV, and updating multiple users simultaneously using the bulk update feature.
Phocas product
Platform 5 videos in this learning module
1
Add a new user in Phocas
3:25
2
Clone a user
1:56
3
Reset and expire passwords
2:17
4
Importing users with CSV Import
3:23
5
Update users in bulk
4:30
5 videos in this learning module
1
Add a new user in Phocas
3:25
2
Clone a user
1:56
3
Reset and expire passwords
2:17
4
Importing users with CSV Import
3:23
5
Update users in bulk
4:30
Add a new user in Phocas
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.
Supporting documentation
Clone a user
Discover how the Clone feature allows you to quickly create a new user by copying the settings from an existing user, saving you time and eliminating the need to manually configure everything from scratch.
Supporting documentation
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.
Supporting documentation
Importing users with CSV Import
In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
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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