User permissions
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The is where you control what the user can do in Phocas, from a functionality perspective.
See .
When a user has a , the CRM user permissions govern access to the CRM module and the actions users can take there.
control the type of CRM-related data the user can access.
When a user has a , the Rebates user permission governs access to the Rebates module.
Other factors impact a user’s ability to access and use the Financial Statements module, see .
In addition to the above user permissions, users need access to the data that forms the baseline of budgets and forecasts. Even with database access, the data users can see within the Budgets & Forecasts module is controlled by database restrictions. For more information, see Budgets & Forecasts > .
Set up an that allows the administrator to set user access to different databases, but not be able to make any changes to the databases or the Phocas environment.
Configuration: Access the where you can configure and customize your Phocas site.
CRM: Access the where you can manage CRM drop-down options (picklists), deleted items, customizations and mappings.
Dashboards: Access the where you can manage all the dashboards in your Phocas site. Access the in the user maintenance form where you can manage the dashboards for a particular user.
Access the where you can view and manage various aspects of your Phocas databases, such as restrictions and defined periods, and create, clone and delete databases.
If you also have the Sync permission, access to design, modify and build databases.
Favorites: Access the where you can manage all the favorites in your Phocas site. Access the in the user maintenance form where you can manage the favorites for a particular user.
Folders: Access the where you can manage all the folders in your Phocas site.
Logs: Access the where you can view system-wide activity and error logs.
Period Types: Access the where you can manage the period types in your Phocas site.
Profiles: Access the where you can manage the user profiles in your Phocas site.
Sync: Access the where you can manage the sync sources (connections to raw data) for your Phocas site. If you also have the Databases permission, access to design, modify and build databases.
Working Days: Access the where you can manage the working day calendars in your Phocas site.
Users: Profiles: Access the Profiles tab on the user maintenance form and Profiles setting in the Bulk Update window. If you have Users: Profiles but not Profiles, you will not be able to assign profiles containing administration privileges. See also