Getting started with Phocas

Have you just started using Phocas? Read through the following pages to learn the basics before you get to work.

Navigation

Learn about the user interface (UI) and how to find your way around Phocas.

Phocas homepage

Learn about the key elements of your homepage and how to find your content items.

Data access

Learn how database permissions and restrictions determine what you can see in Phocas.

User licenses, profiles and permissions

Learn how user licenses and permissions determine what you can do in Phocas.

Account settings

Learn about the personal settings you can change to customize your user account.

Databases

Learn about databases, the foundation upon which your Phocas site is built.

Dimensions

Learn about dimensions (groups of data), a core concept in Phocas.

Periods

Learn about periods (time and date ranges), a core concept in Phocas.

Sharing and folders

Use the sharing and folders features for optimal team collaboration.

Subscriptions

Subscribe to favorites, dashboards and alerts to receive email notifications whenever they're updated.