Permissions and restrictions

10:01 minutes total learning time

Learn how to manage user and site-wide profiles, folders, favorites and dashboards.

Phocas product

Platform

4 videos in this onboarding module

Change a single user's profile

1:45

Setting site-wide profiles

3:04

Add and manage folders

1:54

Manage favorites, dashboards, and subscriptions

3:18

4 videos in this onboarding module

Change a single user's profile

1:45

Setting site-wide profiles

3:04

Add and manage folders

1:54

Manage favorites, dashboards, and subscriptions

3:18

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

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

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.