Favorites permissions
- Denise McGettigan
The Favorites user permissions govern access to the Phocas favorites and the actions users can take within those favorites.
Favorites (main permission) - Access the Favorites module and view favorites. This permission gives users view-only access to favorites.
Manage Favorites - Access functions to manage the favorites that you and others created. As permission to manage favorites requires permission to save dashboards, if the Save Favorite permission is not already selected, it is selected automatically for you when you select the Manage Favorites permission. Therefore, you get all the functions associated with the Save Favorite permission (see below), along with some extra functionality as follows:
Save favorites - Either save the changes you make to a favorite or save a favorite as a new favorite (make a copy of the favorite).
Create alerts.
Edit a favorite’s name, description or owner.
Delete (or remove) favorites.
Save Favorite -
Save favorites - If it’s your own favorite, you can either save the changes you make to that original favorite or save the favorite as a new favorite (make a copy of the favorite). If it’s a favorite that has been shared with you, you can save it as a new personal favorite.
Create alerts.
Edit the name or description of your favorites and alerts.
Set the favorite as your default view.
Delete your own favorites and remove your access to favorites that were shared with you.
Subscribe -
Subscribe to a favorite to receive scheduled updates delivered via email in a range of file formats.
Set the favorite as your default view.
Manage Subscriptions - Manage subscriptions to favorites. This permission is only available if users have the above Subscribe permission.
Related user permissions
In addition to the main Favorites permission:
Users need database permission to access the underlying data, otherwise, no data will display when the favorite is opened.
Users need multiple Query permissions to get the typical view of the Phocas grid with all the functions, so they can work with the data.
In addition to the Save Favorite permission, the collaboration permissions allow users to share favorites.
In addition to the Subscribe permission, users need permission to export data in one or more formats. These formats display in the Type dropdown list in the subscription settings. You select these formats in the Query > Export permission.
The favorites permissions typically go hand-in-hand with the dashboard permissions. If you give users permission to save favorites, it makes sense to also give them the Save Dashboard permission. Similarly, if you give users the Manage Dashboards permission, you should allow them to save favorites.
Related administration permissions and Phocas settings
Administration > Favorites - Manage (share and delete) all the favorites in your organization’s Phocas site.
Administration > Subscriptions - Manage subscriptions to all favorites.
Administration > Folders - Manage the folders in which favorites can be stored.
For users to be able to receive subscriptions via email, your site needs to have email settings configured. This is usually carried out by administrators with special permissions. See Configure SMTP settings to send emails.