Subscriptions (Administration)
Manage the user subscriptions to all your organization’s favorites and dashboards.
Last updated
Manage the user subscriptions to all your organization’s favorites and dashboards.
Last updated
User permission: Administration > Dashboards and Favorites
Watch this Phocas Academy video: Manage user subscriptions
Related pages: Favorites (Administration) and Dashboards (Administration)
The process of managing user subscriptions is the same for favorites and dashboards, although you start from different locations.
Click Administration > Favorites or Administration > Dashboards as applicable, then select the row of the favorite/dashboard and click Subscribe.
The Subscribe window contains a list of all users who can currently access the favorite*. Users who already have an active subscription are identified by the darker envelope icon.
*If users cannot access the favorite/dashboard, they cannot be subscribed to it. Users also need permission to subscribe.
In the favorite/dashboard Subscribe window, click the user’s name, then select the required subscription settings and click Subscribe.
Subscriptions are sent at the time specified in the user's timezone, as calculated at the time of saving the item or each time the subscription is sent.
See Subscribe to a favorite for more information on the subscription settings.
In the favorite/dashboard Subscribe window, click the user’s name, then edit the subscription settings and click Subscribe.
In the favorite/dashboard Subscribe window, click the user’s name, then click Remove.
