Manage a database's user access and restrictions

This page outlines how to manage access and restrictions for a database, for one or more users, via the database screen. For other methods and more information, see the Overview of access to data page.

This action overrides any default database restrictions that might have been applied to the database.

1. Click Administration > Databases, then click the database name (blue link) to open the database settings screen for that database.

2. Click the Users tab.

3. Review the current access and restrictions:

   • If a period displays next to a user’s name, it means the user has access to the database. If no period displays (a red outline displays on the period box), it means the user does not have access to that database.

   • If the lock icon (Restrictions button) next to the period is grey, it means no restrictions have been applied to the database. If a black button displays, it means one or more restrictions have been applied.

4. Locate the user you want to update.

5. Manage the access and restrictions as required:

   • Give access to the database: Select a period from the list of defined periods that have been set up for the database. This action grants the user access to the database and the period you select becomes the default period that is applied when the user opens the database. Learn more about periods, a core concept in Phocas.

     Open

     

   • Remove access to the database: Select the blank option from the dropdown list.

     Open

     

   • Add or update restrictions: Click the Restrictions button (lock icon) next to the period dropdown list, then configure the restrictions and click Save. See the examples on the Manage default database restrictions page, as the process is similar.

6. Repeat the above steps 4 and 5 to manage the access and restrictions for other users.

7. Click Save, then click Close.