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Once a user has access to administration, the actions that they can perform are limited via settings in the 'Administration'

The actions that administrators can perform in the Administration module are governed by the permissions (settings) in the Administration section of the Profile tab

. For

in the user maintenance form. 

For example, your

company may set

organization might want to:

  • Set up an

administration

  • Administration profile that allows the administrator to set user access to different databases, but not be able to make any changes to the databases or the Phocas environment

, or they may want to restrict SettingPermissionConfigurationConfiguration screen.Dashboards
  • Databases administration screen

    • .

    • Restrict an individual administrator from accessing certain functionality.

    Depending on your own admin permissions, you may not see all of these options in the Profile tab.

    Tick Administration to allow users to access the admin menu in Phocas, and then tick individual permissions as required. You can also 'select/remove all'.

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    Available settings

    Here’s a list of administration permissions (in alphabetical order) along with a summary of what they allow you to do or access.

    • Configuration - Access the Configuration page where you can configure and customize your Phocas site.

    • CRM - Access the CRM settings pages where you can manage CRM drop-down options (picklists), deleted items, customizations and mappings.

    • Dashboards:

    • Databases

    : Create Database and Build DatabaseCreate, design and build a databaseErrorsError logsFavorites
  • Favorites administration screen

    • - Manage the databases for your Phocas site, including:

      • Access the Databases page where you can view and manage various aspects of your Phocas databases, such as restrictions and defined periods, and create, clone and delete databases.

      • If you also have the Sync permission, access Designer to design, modify and build databases.

      • Access the Connectors page to run connectors.

    • Favorites:

    • Folders

    administration screen*Period types*Advanced functionality. Not typically available.Phocas CRMProfiles

    Profiles administration. This setting also allows the user to assign profiles with administration privileges when used in conjunction with 'Users: Profiles'.

    Settings
    • Settings tab in the user maintenance form
    • 'Settings' in the bulk update wizard
    StagingView the staging data for database builds.Working DaysCustomize working daysDatabases: GeneralDatabases administration screensDatabases: Add DatabaseAdd new databases via Databases administration.Users: All UsersUser

    • (administration) page where you can manage all the folders in your Phocas site.

    • Logs - Access the Logs page where you can view system-wide activity and error logs.

    • Period Types - Access the Period Types page where you can manage the period types in your Phocas site.

    • Connector - Access the Connectors page where you can manage the connectors (third-party data synchronization tools) for your Phocas site.

    • Profiles - Access the Profiles page where you can manage the user profiles in your Phocas site.

    • Sync:

      • Access the Sync Sources page where you can manage the sync sources (connections to raw data) for your Phocas site.

      • If you also have the Databases permission, access Designer to design, modify and build databases.

    • Working Days - Access the Working Days page where you can manage the working day calendars in your Phocas site.

    • Allow administrators to change a user’s Profile to a higher administration access level

    • Users:

    : Users

      • In Same Group

    User maintenance form for

      • - Access the user maintenance form for just those users in the same group as the administrator. Can be used in conjunction with

    '

      • Users: Users In Same Territory

    '

      • .

    Your other

      • Other profile settings also affect what changes you can make in this form.

      • Users

    : Users

      • In Same Territory

    User maintenance form for

      • - Access the user maintenance form for just those users in the same territory as the administrator. Can be used in conjunction with

    '

      • Users: Users In Same Group

    '

      • .

    Your other

      • Other profile settings also affect what changes you can make in this form.

      • Users: Database Access - Access

      • the Databases tab on the user maintenance form

    .

      • and Database view

    (a matrix of all users and databases accessed from the Users screen in administration). Only

      • in the main Users page (only the users whom the administrator has permission to administer will be visible

    in this screen

      • ). If

    someone does

      • you do not have any permissions to administer users

    they

      • , you will see an empty table.

  • 'Databases' in the bulk update and import users wizards.

      • Users: Profiles

      • - Access the Profiles tab on the user maintenance form

    . 
  • 'Profiles' in the bulk update wizard.
    • If a user has '

      • and Profiles setting in the Bulk Update window. If you have Users: Profiles

    '

      • but not

    '

      • Profiles

    ' they

      • , you will not be able to assign profiles containing administration privileges.

    Note for advanced administrators

    Default settings for the 'Administrator' profile

    New Installs

    By default the 'Administrator' profile has all administration profile settings enabled, except for 'Audit', 'Configuration', 'Environment', 'Errors', 'Settings', 'Staging', 'Databases: Create Database' and 'Databases: Build Database'.

    Upgrades

    By default the 'Administrator' profile has all administration profile settings enabled, except for 'Audit', 'Environment', 'Errors', 'Staging', 'Databases: Create Database' and 'Databases: Build Database'.

    If any users with Administration has a user-specific profile, all administration profile settings will be enabled, except for 'Audit', 'Environment', 'Errors', 'Staging', 'Databases: Create Database' and 'Databases: Build Database'. 
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    Related page

    Profiles (Administrator profile)