Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM User settings
10:37 minutes total learning time
Learn how to add new users, set restrictions for them, and update multiple users at once, making user management quicker and easier.
Phocas product
Platform 3 videos in this onboarding module
1
Add a new user in Phocas
3:25
2
Set user restrictions
2:42
3
Update users in bulk
4:30
3 videos in this onboarding module
1
Add a new user in Phocas
3:25
2
Set user restrictions
2:42
3
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
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
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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Platform Database settings
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