Page Comparison

Sharing dashboards and favorites is a common requirement for Phocas users. You can add or remove permissions via profile settings, either for an individual user or in a system profile applied to multiple users.

To give a user permission to do this, go to Administration and share, either:

• select Profiles to Go to Administration > Profile to change a default profile, or
• select an individual user and go to the Profiles tab in Go to Administration > Users and select a specific user. Make changes from the 'Profile tab' on the user maintenance formscreen.

Under In both cases, under the section heading 'Authorization' tick 'Share with users' and/or Share with folders' as required, and save the change. 

Even when an item is shared, other users can only see the data they have permission to see, e.g., a user can't share a dashboard containing data about Branch X with someone who only has permission to view Branch Y.