View and change database settings

If you have permission, you can view and change some settings for each database.

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

The database settings are organized into the following tabs. Unavailable databases only have three tabs: Database, Build Logs and Usage.

Database tab

The Databases tab opens by default. You can take the following actions:

  • Change the Display Name of the database (the name that users see).

  • Change the database Owners. Use this setting to prevent unwanted changes to a database design, as only an 'owner' can edit a design. Select the user(s) from the dropdown list, which displays all administrators who have permission to access databases.

  • Change the following settings: Hide Total, Month to Date and Show Net Zero. These settings all relate to the Options menu that users see in the Analytics module. See Get more options for viewing data for information on what each one does.

There are month to date options on both this database settings screen and the user profile screen. These work in conjunction to determine user ability to use month to date.

MTD enabled for database

User profile has MTD enabled

Result

MTD enabled for database

User profile has MTD enabled

Result

Month to date is not available to the user. Note an administrator with permission can change this by enabling 'Month to date' for the database.

Month to date is turned on and cannot be turned off by the user.

Month to date is off by default, but the user can turn it on using the options menu.

Month to date is on by default, but the user can turn it off using the options menu.

Users

View a list of users who can access the database and manage individual user access. See Manage database restrictions.

Defined Periods

Set defined periods for a database.

Custom Views

View the custom properties in the database.

Default Restrictions

View and manage any database-wide restrictions that apply to all users who can access the database. See Manage database restrictions.

Build Log tab

The Build Log displays the history of the database that was built in Designer.

Usage

View a graph illustrating the usage of the database over time.

On this page

To modify a database design or change its build schedule, use Designer.