Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 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
Related video tutorials
Platform Monitor your team's Phocas usage
Learn how to monitor your team's Phocas usage and gain insights into the databases they’re accessing, the favorites and dashboards they’ve created, and the queries they’ve run.
Platform 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.
Platform 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.
Platform 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.