In addition to the user permissions and database access and restrictions, as an administrator, you can control what users can do within the Phocas grid.
Most users, even with a 'Basic' profile, are able to perform standard queries and use basic functionality. User profile settings determine what a user can do in the Phocas grid, i.e., perform queries, switch modes, select and set periods, change properties, search, format, etcand so on.
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.
To change the query settings, either:
Go to Administration > Profile to change a standard profile, or
Either go to:
Administration > Profile and click the profile.
Administration > Users, then click the user’s name (blue link) to open the user maintenance form and click the Profile tab.
In both cases, go to the section heading Query.
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.
Query section, then select the required checkboxes. In addition to the individual query options, other options display grouped into boxes (Mode and Format for example) underneath. You might need to scroll down to view all the options.
See also Allow users to export or copy data.