Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 14 Next »



Query settings

Most users, even with a 'Basic' profile, are able to perform standard queries and use basic functionality. User profile settings determine what a user can do in the Phocas grid, i.e., perform queries, switch modes, select and set periods, change properties, search, format, etc. 

To change these permissions, either:

  • Go to Administration > Profile to change a standard profile, or
  • Go to Administration > Users and select a specific user. Make changes from the 'Profile tab' on the user maintenance screen.

Related topics

In both cases, go to the section heading 'Query'.

  • Options appear either in the area underneath the 'Query' heading, or in individual  boxes, e.g., 'mode' or 'format',
  • Tick or untick as required and save the changes. Note you need to scroll to view all options under some subheadings, e.g, modes.


Default query settings

A number of commonly used query settings are 'on' by default in all system user profiles, and can be manually removed from a user's profile.

Similarly, some settings are restricted by default and need to be enabled manually.

Other settings

Permission to export and copy

Users need the Clipboard option checked within the Export box in profile settings in order to be able to copy data from within the grid.



  • No labels