Phocas Administration provides a range of administration tools to manage your organization’s Phocas site. You need the Administration permission to access the Administration module in the Phocas menu. As there are different levels of
permission, you might not see all of the administration tools
| Tip |
|---|
If you are just getting started as an administrator in Phocas, read the Administration QuickStart page to learn how the Resource Center can help you. |
Related pages
User
Users -.
Use the search box to quickly find what you’re looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.
| Page Tree Search |
|---|
: Manage the profiles you can assign to user accounts. Profiles contain specified user permissions and restrictions.
: Manage the folders that can be assigned to user accounts. Folders are used for sharing favorites and dashboards.
Resources
: Manage all the favorites
and their subscriptions.
: Manage all the
dashboards
and
their subscriptions.
: Manage the defined periods (date ranges)
in the Period menus in Phocas.
: Manage the calendars that are used throughout Phocas.
: Manage various aspects of your Phocas databases and access Designer, where you can modify
and create
databases.
: Manage your data sources.
: Upload CSV, XLXS, and other document file types to Phocas.
Site (advanced administration)
: Configure the settings for your site, including the date format, language, timezone, single sign-on capability, and password policy.
: View system-wide activity and error logs.
Connectors / Integrations
: Manage the links between Phocas and third-party applications.
Keep up with the latest changes.
Read the Administration release notes.
Can’t find what you are looking for? Raise a Customer Support Desk request.
Want to learn more about Phocas? Visit our website.