User Group

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Icon.User Group.png The User Group module, located in the Setup group, allows each company to customize access rights by limiting the features, reports, and information users have access to. Users can be assigned to one or more groups, meaning a user will have access to the combined rights of all the groups they belong to. Fishbowl includes example user groups, but every company is different, so carefully review the access rights and make changes where necessary.

Contents

Create a new user group
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Follow the steps below to create a user group.

  1. Open the Small.User Group.png User Group module and click the New Button.png New button in the module toolbar.
    User Group.png
  2. On the General tab, enter a Group Name.
  3. Double-click any user to add or remove them from the group.
  4. Click the Save button on the module toolbar.

Assign access rights
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Fishbowl utilizes access rights to limit the modules and functions that a user has access to. Users will only see the icons for the modules they have rights to access. Access rights are set at the User Group level, meaning a user's rights are determined by which user groups the user is a member of. Follow the steps below to assign access rights.

  1. Open the Small.User Group.png User Group module located in the Setup module group.
  2. Open an existing user group or create a new user group.
  3. Users can be assigned to the group on the General tab. The Small.User.png User module can also be used to edit a user's groups.
    User Group.png
  4. Click the Rights tab. Each section can be expanded by clicking +.
  5. Click the checkbox in the Value column to change access to any right.
    Access Rights.png
  6. Click the Save button.

Access to Fishbowl reports can be assigned on the Report Rights tab in the Small.User Group.png User Group module. See Included reports for a list and description of Fishbowl reports.

List of access rights

See Access Rights for a list and description of all user access rights in Fishbowl.

Admin only rights

Nearly all rights can be granted through access rights. However, the following functions can only be performed by the admin user.

Assign users to a group
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Follow the steps below to assign users to a group.

  1. Double-click a user group in the search panel.
    User Group.png
  2. On the General tab, double-click any user to add or remove them from the group. The blue arrow buttons can also be used to add or remove the highlighted user. The double blue arrows will add or remove all users from the group.
  3. Click the Save button on the module toolbar.

TABS

General tab
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User Group.png

The General tab provides the ability to rename a group and assign users to a group.

Rights tab
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Access Rights.png

The Rights tab provides the ability to assign access rights. For a complete list of access rights, see Access Rights.

Report Rights tab
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Report Rights.png

Users can view the reports that are selected on the Report Rights tab of their user groups.

Memo tab
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User Group memo subtab.png

The Memo tab allows for memos to be created, saved, and viewed at any time. Memos may be printed by selecting the Print Memo icon. They may also be created, edited, or deleted by using the corresponding icons located on the component toolbar.

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