There are several ways to control who can see what in Phocas to ensure users only see the information they need.
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Manage permission to customize statements
Typically, you’ll need 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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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’.
Set user restrictions
If, for example, you only want your local branch managers to see the data required to manage their branch’s budgets and track their KPIs your administrator can restrict access so that each manager only sees the information relevant to them. Restrictions can be set for individual users or group.
These restrictions can be customised at a very fine level and can be applied to one database at a time, so that a user could have access to cost of sales in one database and not another.