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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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Your administrator can manage this access.

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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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.

Information for administrators

See Manage permission to customize financial statements