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Permission to customize statements
Typically, you’ll need You may want users to be able to view and analyze financial statements in Phocas without permitting them to change the structure of the statement. This is simple, because by default users don't have permission to customize statements and when they go to the Actions menu they won't see the Statements option in the dropdown (as shown in the screenshots below).
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Giving someone permission to customize statements is done via a checkbox in the user’s profile setting. Your administrator can manage do this accessfor you.
Control database access
Your administrator can manage who can access a database and what informartion a user, or group of users, can see in a database. For example, they can set a default restriction on a database so that users could see ‘budget’ but not ‘profit’.
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