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 company 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.

Customize the administration permissions for an individual user

1. Click the Phocas menu button > Administration > Users to open the Users screen, then click the user’s name (blue link) to open the user maintenance form.

2. Click the Profile tab and scroll down to the Administration section.

3. Select the checkbox in the Administration section header to allow the user to access the Administration module (the user will see the Administration menu item).

4. Select the individual permissions as required, or click Select All to give the user full administration permission. See the list below. Depending on your own administration permissions, you might not see all of the permissions.

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List of 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 screen.

• Connector

• CRM - Add or change a page where you can configure and customize your Phocas site.

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

• Dashboards - :

  • Access the

  Databases administration screen and

  • 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 - Access the Databases section in the Bulk Update and Import Users windows.

• Databases: Add Database - Add new databases via Databases administration screen.

• Databases: Create Database and Build Database - Create, design and build a database.

• Databases: General - Access the Databases administration screen.

• Favorites - Access the Favorites administration screen and 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 screen.Period Types (advanced functionality; not typically available) (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 administration screen. This setting also allows page where you can manage the user to assign profiles with administration privileges when used in conjunction with Users: Profiles.

• Logs - Access the Logs screen to view the error logs.

• Settings - Access the Settings tab in the user maintenance form and Settings option in the Bulk Update window.

• Staging - Access the staging data for database builds.

• Syncin 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. Your other 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. 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 in the main Users screen. Only page (only the users whom the administrator has permission to administer will be visible in this screen). 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 a user has you have Users: Profiles but not Profiles they , you will not be able to assign profiles containing administration privileges.

• Working Days - Customize working days.

Learn about the Administrator profile

The following information is for advanced administrators and relates to the default settings for the Administrator profile.

New installs

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