Getting started
Have you just started using Phocas? Read through the following pages to learn the basics before you get to work.
Last updated
Have you just started using Phocas? Read through the following pages to learn the basics before you get to work.
Last updated
Navigation
Learn about the user interface (UI) and how to find your way around 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 permissions and licenses
Learn how user permissions and licenses 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
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.
Check out our in-product Resource Centre for contextual QuickStart checklists, guided tours, and video tutorials.
