Page Comparison

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

in the user maintenance form. 

For example, your

organization might want to:

• Set up an

• 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

• .

• Restrict an individual administrator from accessing certain functionality.

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:

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

  • Access the Dashboards tab in the user maintenance form where you can manage the dashboards for a particular user.

• Databases

• - 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:

  • Access the Favorites (administration) page where you can manage all the favorites in your Phocas site

  • Access the Favorites tab in the user maintenance form where you can manage the favorites for a particular user.

• Folders

• - Access the Folders

• (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:

  • All Users - Access the user maintenance form for all users.

• • Users In Same Group

• • - 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

• • .

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

• • Users In Same Territory

• • - 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

• • .

• • 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

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

• • ). If

• • you do not have any permissions to administer users

• • , you will see an empty table

• • .

  • Users: Profiles

• • - Access the Profiles tab on the user maintenance form

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

• • but not

• • Profiles

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