This page outlines how to manage user profiles at the administration level. See Assign profiles to users to learn more about profiles, and how to create a user-specific profile.
If you have the Administration > Profiles permission, you can customize manage the shared profiles that can be applied to multiple users in your organizationuser accounts. For example, you might want to have variations of the Basic or Advanced default profile or create a new profile for a team who that has specific permissions.
View all profiles
Click In the Phocas menu, click Administration > Profiles. The Profiles page displays a list of all your profiles, including lists the default system profiles and any other profiles that you or other administrators in your organization have created.
These profiles are listed in the user maintenance form > Profile tab (image below left), where you can select one to assign the corresponding permissions to the user’s account.
Add a profile
On the Profiles page, click New.
Enter a name for the new profile.
Select one of these options:
Create a profile from an existing user-specific profile: Click Copy From > User in the top right corner, then select the user whose profile you want to copy and click Copy. Edit Update the settings permissions as required (select or clear the checkboxes).
Set up a new profile from scratch: Select the checkboxes of the relevant setting checkboxespermissions.
Click Save > Close. Your new shared profile will display in the list on the Profiles tab, and become available for selection from the Profile list on every user’s Profile tab (on the user maintenance form).
Edit a profile
You can edit the configuration of a profile to meet your organization’s needs in two ways. The second way is handy when you are editing the profile of a single user who has been assigned a shared or default profile and you want to edit the permissions in that profile, without losing your work on the single user’s profile screen.
On the Profiles page, click the profile name
, then edit its
configuration as required (see steps above)
and click Save.
On an individual user’s user maintenance form, click the Profile tab, select the profile you want to edit, then click the Edit for everyone link. The profile page opens in a new browser tab, where you can proceed to edit its configuration (see steps above). You can return to the other browser tab to continue editing the single user’s profile settings.
Delete a profile
You can permanently a profile if it is no longer required. This action cannot be undone. You can delete multiple folders at the same time (left-click and drag to select the required rows).
On the Profiles page, select the row of the profile > , then click Delete > Yes.
On this page
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