.
Options appear either in the area underneath the 'Query' heading, or in individual boxes, e.g., 'mode' or 'format',
Tick or untick as required and save the changes. Note you need to scroll to view all options under some subheadings, e.g, modes.
A number of commonly used query settings are 'on' by default in all system user profiles, and can be manually removed from a user's profile.
Similarly, some settings are restricted by default and need to be enabled manually.
Other settings
Permission to export and copy
Users need the Clipboard option checked within the Export box in profile settings in order to be able to copy data from within the grid.
Permission to upload a file outside of DesignerTicking Allow file upload allows users to upload CSV, Excel and selected document types as a source without requiring administration privileges. This permission does not grant access to use Designer, see any sources or items or to upload via sync.
User with permission will see a File upload option below the dabatase list in the Phocas menu.
To do this they:
Select or drag a file to upload
Choose whether to give the file a header row
Place it in a personal or shared source folder
Give it a name (it will be treated as a new file), or use it to replace an existing file
Select Upload. In the case of replacing a file, a red Replace button will appear instead.
Once their file is uploaded they will see a message advising them to let their administrator know the file is available.
