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., The Query user permissions determine what users can do with the Analytics grid, such as perform queries, switch modes, select and set periods, change properties, search for data, format, and so on. A number of commonly used query settings are 'on' by default in all system user profiles, and Even if users have access to a database (for example, via a shared favorite), if they do not have query permissions, they cannot do anything except view the data.
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Most users, even those with a Basic profile, can perform standard queries and use basic functionality. The more query permissions a user has, the more options they have and actions they can take. Several commonly used query permissions are enabled by default in most system user profiles but these can be manually removed from a an individual user's profile. Similarly, some settings permissions are restricted by default and need to be enabled manually.
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 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.
Related pages
. The following image shows the query permissions that correspond to the Analytics elements.
The Query section on a user’s Profile tab has multiple individual permissions. These permissions can be organized into three types, as identified by the colors in the image above.
Permissions that enable the menu items: Mode (range of modes to enable), Change Properties, Change Measures (more options with Format Measures), Change Stream, Change Activity Filter, Format (Actual, % Share and Daily Average). When any of these menus are enabled, the Period menu becomes available. Add-on permissions for the Period menu are: Apply Custom Period, Save User Defined Period (with Apply Custom Period) and Month To Date (works when that period is defined in the database).
Permissions that enable other options for working with the data: Kind (Grid or Chart), Change Options (more options with Hide Total, Show Average and Show Others), Lock Selection, Export (range of formats to enable) and Search.
Permissions that enable the key analysis tools: Change Dimension, and Focus and Reset.
Related user permissions
In addition to the query permissions above, users need database permission to access the underlying data, otherwise, no data will display in the grid.
These query permissions complement the favorites and dashboards permissions, as they allow users to analyze the data they see in dashboard widgets and favorites.
