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Admin manual

Greetings! Thank you for your interest in PHAZE® a WEB COLLABORATION INFORMATION SYSTEM (WCIS) developed from my passion to deliver project governance via the internet by way of the benefits of our system, i.e. Access, Automation, Accountability, Audit Trial and Analytics. Together, these FIVE A’ze = PHAZE! After over twenty years of experience, I know that the complete adoption of PHAZE for project delivery will enable your project to be delivered on time and within your project’s budget.

Before you proceed, please make sure that the information and instruction found on this PHAZE Administrator Web Page are managed by the individual within your organization that will own the responsibility of the PHAZE “Account Owner Admin”, i.e., your PHAZE Administrator.

The PHAZE Administrator will begin the 30-day trial and will:

Create an account for your organization (We will show you how one account can create many projects.)

Create your personal user login profile which will have full administrator privilege

Create the first project for your organization

Create companies that will participate on your projects

Create user login profiles and manage their secure role-based access

Add user login profiles to their respective companies

Email all users to notify them that a user login profile has been created for them, and also provide the users with the location of the user manuals and training videos.

Your scenario may be that you are a purchasing professional, department manager, or another professional who will not be the administrator.

Please STOP and forward this webpage to your PHAZE Administrator. The PHAZE Administrator will create a user login profile for you.

START YOUR 30-DAY TRIAL and SETUP YOUR USER LOGIN PROFILES

Download a PDF of the PHAZE Getting Started Guide: PHAZE GETTING STARTED GUIDE

Download a PDF of the PHAZE Role-based User and Access Guide: ROLE-BASED USER AND ACCESS GUIDE

Download PHAZE Import company template: COMPANY TEMPLATE, COMPANY IMPORT GUIDE

Download PHAZE Import User template: USER TEMPLATE, USER IMPORT GUIDE

PLEASE NOTE: The “Getting Started Guide” is only for the PHAZE SYSTEM ADMINISTRATOR. You will not find directions on how to start your trial and set up your projects on the User Manual Reference Guides web page. Be sure to download the guides linked above and bookmark this webpage.

HELP AND SUPPORT

We encourage you to watch the instructional videos and read Getting Started Guide completely. If you require assistance or have questions about using PHAZE, contact the PHAZE Support Team at support@PHAZEPM.NET.

 

 

GETTING STARTED INSTRUCTIONAL VIDEOS

Getting Started

Receive Welcome Email

Update Admin Profile

Security Matrix

Import Companies

Import Users

Create A User

Add User To Company And Project

Welcome Email