In addition to the user permissions and database access and restrictions, as an administrator, you can control what users can do within the Phocas grid.
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.
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.
To change the query settings, 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.
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.
