Administration
If you have Phocas Administration permission, the Phocas menu will have the Administration menu item, which gives you access to the administration tools. As there are different levels of administration permission, you might not see all of the tools described here.
See the in-product Rescource Centre for links to video tutorials.
User
Users - Manage your user accounts and monitor their individual usage of Phocas.
Profiles - Manage the profiles you can assign to user accounts. Profiles contain specified user permissions and restrictions.
Folders - Manage the folders that can be assigned to user accounts. Folders are used for sharing favorites and dashboards.
Resources
Favorites - View a list of all the favorites created by users, share and delete those favorites, and manage the user subscriptions.
Dashboards - View a list of all the dashboards created by users, share and delete those dashboards, and manage the user subscriptions.
Period types - Manage the defined periods (date ranges) available to users in the Period menus in Phocas.
Working days - Manage the calendars that are used throughout Phocas. You can set up multiple calendars that align with your country's public holidays and other non-working days.
Data
Databases - View a list of all your databases, and access Designer, where you can modify those databases and create new databases.
Sync Sources - Manage your data sources.
Upload files - Upload CSV, XLXS and other document file types to Phocas.
Site
Configuration - Configure settings for your site, including the date format, language, timezone, single sign-on capability and password policy.
Logs - View system-wide activity and error logs.
Connectors / Integrations (advanced option for the Phocas Implementation team only) - Manage the links between Phocas and third-party applications.
