Profiles

Owned by Denise McGettigan
Last updated: Nov 22, 2023
2 min read

A user's profile, which is a set of permissions, determines what they can do in Phocas. 

The simplest way for you to enable permissions for a user is to assign them one of the following default profiles:

  • Basic - Users can perform most standard queries in Phocas, and save a personal favorite or dashboard.

  • Advanced - Users can perform most queries, except for month-to-date. They have the same saving permissions as the Basic profile, plus permission to share and subscribe to dashboards and favorites, and export via clipboard, which allows copying and pasting from the grid.

  • Administrator - Users have most of the functionality in Phocas.

  • 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.

  • If any users with the Administration permission have a user-specific profile, all administration profile settings are enabled, except for Audit, Environment, Errors, Staging, Databases: Create Database and Databases: Build Database.

  • Viewer - Users can view favorites and dashboards shared with them and see the homepage, but not open those dashboards or favorites to analyze the data, nor access any databases. Note that this profile has been simplified from earlier versions of Phocas, and some users with this profile will be able to do less in Phocas than they previously could. If you want these users to have extra functionality or access, you can either assign them a different profile or edit their individual permissions.

  • Blank (no profile selected) - Users can view and open favorites that have been shared with them, but not access any other functionality.

In addition to the default profiles above, you can create your own (shared) profiles that can be applied to multiple users in your organization or create a user-specific profile for an individual user.