Difference between revisions of "Access Rights"
m (Text replacement - "{{Module|Setup}}" to "{{Module|Settings}}") |
|||
| Line 7: | Line 7: | ||
| id="toctitle"|'''Contents''' | | id="toctitle"|'''Contents''' | ||
*{{AccessRightLink|3dcart}} | *{{AccessRightLink|3dcart}} | ||
| − | *{{AccessRightLink|Accounting}} | + | *{{AccessRightLink|Accounting Integration}} |
*{{AccessRightLink|Amazon}} | *{{AccessRightLink|Amazon}} | ||
*{{AccessRightLink|Avalara}} | *{{AccessRightLink|Avalara}} | ||
| Line 97: | Line 97: | ||
{{Row|View}} Allows a user to open the {{Module|3dcart}} {{Groups|Admin=1}} | {{Row|View}} Allows a user to open the {{Module|3dcart}} {{Groups|Admin=1}} | ||
| − | {{AccessRightHeader|Accounting}} | + | {{AccessRightHeader|Accounting Integration}} |
{{Row|Export}} Allows a user to export data to the accounting system {{Groups|Accounting=1}} | {{Row|Export}} Allows a user to export data to the accounting system {{Groups|Accounting=1}} | ||
{{Row|Import}} Allows a user to import data from the accounting system {{Groups|Accounting=1}} | {{Row|Import}} Allows a user to import data from the accounting system {{Groups|Accounting=1}} | ||
Revision as of 15:31, 23 August 2018
Access rights are assigned in the 
User Group module. The table below shows all of the user access rights in Fishbowl as well as a brief description of each right. An example of how access rights may be assigned to different user groups is also provided. Every company is different, so carefully review the access rights and make changes where necessary. Click a link below to jump to the corresponding section of the table.
- The access rights on this page are sorted alphabetically. To sort the access rights alphabetically, click the Access Right column header.
- To expand all access rights, click the Expand All button.
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin |
|---|---|---|---|---|---|---|---|---|
| 3dcart | ||||||||
| View | Allows a user to open the  3dcart module |
Admin | ||||||
| Accounting Integration | ||||||||
| Export | Allows a user to export data to the accounting system | Accounting | ||||||
| Import | Allows a user to import data from the accounting system | Accounting | ||||||
| Integration | Allows a user to connect and disconnect an accounting integration | Accounting | ||||||
| Mark As Posted | Allows a user to mark all pending data as posted so that nothing is exported to the accounting system | Accounting | ||||||
| Options | Allows a user to open the  Accounting module options |
Accounting | ||||||
| Repost | Allows a user to repost data to the accounting system | Accounting | ||||||
| Amazon | ||||||||
| View | Allows a user to open the  Amazon module |
Admin | ||||||
| Avalara | ||||||||
| View | Allows a user to open the  Avalara module |
Admin | ||||||
| BI Editor | ||||||||
| Delete | Allows a user to delete a  BI Editor module |
Admin | ||||||
| Edit | Allows a user to modify a BI Editor module |
Admin | ||||||
| View | Allows a user to open the BI Editor module |
Admin | ||||||
| BigCommerce | ||||||||
| View | Allows a user to open the  BigCommerce module |
Admin | ||||||
| Bill of Materials | ||||||||
| Delete | Allows a user to delete BOMs | Warehouse | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create BOMs | Warehouse | ||||||
| Manufacture | Allows a user to click the Quick Build manufacture button in the  Bill of Materials module |
Purchasing | ||||||
| Options | Allows a user to open the Bill of Materials module options |
Warehouse | ||||||
| View | Allows a user to open the Bill of Materials module |
Warehouse | ||||||
| Calendar | ||||||||
| Edit | Allows a user to modify and create Calendar events | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| View | Allows a user to open the  Calendar module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Category-Edit | Allows a user to create and modify Calendar categories by right-clicking a category in the Categories tab | Admin | ||||||
| Carrier | ||||||||
| Delete | Allows a user to delete Carriers | Sales | ||||||
| Edit | Allows a user to modify and create Carriers | Sales | ||||||
| View | Allows a user to open the  Carrier module |
Sales | ||||||
| Checkout | ||||||||
| Credit Return | Allows a user to add credit return items in Checkout. | Sales | ||||||
| Discount | Allows a user to add a discount item. For users without this right, an admin override dialog will be displayed | Sales | ||||||
| Drop Ship | Allows a user to change an item type to drop ship | Sales | ||||||
| Edit Custom Fields | Allows a user to change the custom fields on a Checkout order | Sales | ||||||
| Edit Unit and Total Price | Allows a user to edit the price of an item. For users without this right, an admin override dialog will be displayed | Sales | ||||||
| Miscellaneous Item | Allows a user to add a miscellaneous item | Sales | ||||||
| Options | Allows a user to open the  Checkout module options |
Sales | ||||||
| Pricing Rules | Allows a user to open the pricing rule dialog. For users without this right, an admin override dialog will be displayed | Sales | ||||||
| View | Allows a user to open the Checkout module |
Sales | ||||||
| Void | Allows a user to void a Checkout order | Sales | ||||||
| Class | ||||||||
| Delete | Allows a user to delete Classes | Accounting | ||||||
| Edit | Allows a user to modify and create Classes | Accounting | ||||||
| Options | Allows a user to open the  Class module options |
Accounting | ||||||
| View | Allows a user to open the Class module |
Accounting | ||||||
| Commerce | ||||||||
| View | Allows a user to open the  Commerce module |
Admin | ||||||
| Company | ||||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit Account Info | Allows a user to make changes on the Account Info tab of the  Company module |
Admin | ||||||
| Edit Addresses | Allows a user to make changes on the Address tab of the Company module |
Admin | ||||||
| Edit Custom Fields | Allows a user to make changes on the Custom tab of the Company module |
Admin | ||||||
| Edit Details | Allows a user to make changes on the Details tab of the Company module |
Admin | ||||||
| Edit Memos | Allows a user to make changes on the Memo tab of the Company module |
Admin | ||||||
| Options | Allows a user to open the Company module options |
Admin | ||||||
| View | Allows a user to open the Company module |
Admin | ||||||
| Consignment | ||||||||
| Inventory | Allows a user to move, scrap, cycle, and view tracking for consignment inventory | Sales | ||||||
| Location | Allows a user to create new Consignment locations | Sales | ||||||
| Options | Allows a user to open the  Consignment module options |
Sales | ||||||
| PO | Allows a user to create Purchase Orders from the Consignment module |
Sales | ||||||
| SO | Allows a user to create Sales Orders from the Consignment module |
Sales | ||||||
| TO | Allows a user to create Transfer Orders from the Consignment module |
Sales | ||||||
| Currency | ||||||||
| Delete | Allows a user to delete currencies | Accounting | ||||||
| Edit | Allows a user to modify and create currencies | Accounting | ||||||
| View | Allows a user to open the  Currency module |
Accounting | ||||||
| Custom Field | ||||||||
| Delete | Allows a user to delete Custom Fields | Admin | ||||||
| Edit | Allows a user to modify and create Custom Fields | Admin | ||||||
| Options | Allows a user to open the  Custom Field module options |
Admin | ||||||
| View | Allows a user to open the Custom Field module |
Admin | ||||||
| Customer | ||||||||
| Accounting | Allows a user to view the Check Balance button | Sales | ||||||
| Delete | Allows a user to delete Customers | Sales | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create Customers | Sales | ||||||
| Options | Allows a user to open the  Customer module options |
Sales | ||||||
| Override Hold | Allows a user to override a customer hold that is preventing an order from being processed | Admin | ||||||
| See All Customers | If a user does not have this access right, they will only see customers that are assigned to them and customers without a default salesperson. A customer can be assigned to a salesperson on the Details tab of the Customer module |
Admin | ||||||
| View | Allows a user to open the Customer module |
Sales | ||||||
| Wallet | Allows a user to access the Wallet tab of the Customer module |
Admin | ||||||
| Dashboard | ||||||||
| Items to be Picked | Allows a user to access the Items to be Picked gadget in the  Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Items to be Received | Allows a user to access the Items to be Received gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Items to be Shipped | Allows a user to access the Items to be Shipped gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Open Purchase Orders | Allows a user to access the Open Purchase Orders gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Open RMA Orders | Allows a user to access the Open RMA Orders gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Open Sales Orders | Allows a user to access the Open Sales Orders gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Open Transfer Orders | Allows a user to access the Open Transfer Orders gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Open Work Orders | Allows a user to access the Open Work Orders gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Quick Links | Allows a user to access the QuickLinks gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Reports | Allows a user to access the Report gadget in the Dashboard module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Data | ||||||||
| Delete | Allows a user to delete saved queries | Admin | ||||||
| Edit | Allows a user to modify saved queries | Admin | ||||||
| View | Allows a user to open the  Data module |
Admin | ||||||
| Discount | ||||||||
| Delete | Allows a user to delete Discounts | Sales | ||||||
| Edit | Allows a user to modify and create Discounts | Sales | ||||||
| View | Allows a user to open the  Discount module |
Sales | ||||||
| Dropbox | ||||||||
| Edit | Allows a user to modify the Dropbox integration | Admin | ||||||
| View | Allows a user to open the  Dropbox module |
Admin | ||||||
| ebay | ||||||||
| View | Allows a user to open the x16px ebay module | Admin | ||||||
| Fishbowl Anywhere | ||||||||
| View | Allows a user to open the  Fishbowl Anywhere module |
Admin | ||||||
| Fishbowl GO | ||||||||
| Cycle | Allows a user to open the Cycle module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Delivery | Allows a user to open the Delivery module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Move | Allows a user to open the Move module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Pack | Allows a user to open the Pack module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Part | Allows a user to open the Part module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Part - Allow saving picture | Allows a user to add a part picture in the Part module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Part - Allow saving UPC | Allows a user to add a part UPC in the Part module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Pick | Allows a user to open the Pick module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Receive | Allows a user to open the Receive module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Receive - Allow over receiving | Allows a user of the Fishbowl GO mobile app for Android and iOS to receive quantities greater than those originally on a purchase order | Warehouse | ||||||
| Settings - Device | Allows a user to open the Settings menu of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Ship | Allows a user to open the Ship module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| View | Allows a user to open the  Fishbowl GO module in the Fishbowl Client |
Admin | ||||||
| Work Order | Allows a user to open the Work Order module of the Fishbowl GO mobile app for Android and iOS | Warehouse | ||||||
| Work Order - Allow over pick | Allows a user of the Fishbowl GO mobile app for Android and iOS to pick quantities greater than those originally on a work order | Warehouse | ||||||
| Fishbowl Time & Labor | ||||||||
| Edit | Allows a user to configure the  Fishbowl Time & Labor module |
Warehouse | ||||||
| Options | Allows a user to configure the module options in the Fishbowl Time & Labor module |
Warehouse | ||||||
| View | Allows a user to open the Fishbowl Time & Labor module |
Warehouse | ||||||
| Forecast | ||||||||
| Edit | Allows a user to modify the forecast filters | Admin | ||||||
| View | Allows a user to open the  Forecast module |
Admin | ||||||
| Home | ||||||||
| View | Allows a user to open the  Home module |
Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | |
| Import Mapping | ||||||||
| Import | Allows a user to import files in the  Import Mapping module |
Admin | ||||||
| View | Allows a user to open the Import Mapping module |
Admin | ||||||
| Imports / Export | ||||||||
| Import / Export | Allows a user to import and export data as a CSV | Admin | ||||||
| Inventory | ||||||||
| Cycle | Allows a user to adjust inventory quantities using the Cycle and Add buttons | Purchasing | Receiving | Sales | Shipping | Warehouse | ||
| Edit | Allows a user to edit serial numbers. Inventory costs can also be modified if the user has the ShowPartCost right | Purchasing | Receiving | Sales | Shipping | Warehouse | ||
| Move | Allows a user to move inventory using the Move button | Purchasing | ||||||
| Options | Allows a user to open the  Inventory module options |
Purchasing | Receiving | Sales | Shipping | Warehouse | ||
| Scrap | Allows a user to decrease inventory quantities using the Scrap button | Purchasing | Receiving | Sales | Shipping | Warehouse | ||
| ShowPartCost | Allows a user to see part cost information in the Inventory module |
Purchasing | Receiving | Sales | Shipping | Warehouse | ||
| View | Allows a user to open the Inventory module |
Purchasing | Receiving | Sales | Shipping | Warehouse | ||
| LemonStand | ||||||||
| View | Allows a user to open the  LemonStand module |
Admin | ||||||
| Location | ||||||||
| Delete | Allows a user to delete Locations | Warehouse | ||||||
| Edit | Allows a user to modify and create Locations | Warehouse | ||||||
| Options | Allows a user to open the  Location module options |
Warehouse | ||||||
| View | Allows a user to open the Location module |
Warehouse | ||||||
| Location Group | ||||||||
| Delete | Allows a user to delete Location Groups | Admin | ||||||
| Edit | Allows a user to modify and create Location Groups | Admin | ||||||
| Options | Allows a user to open the  Location Group module options |
Admin | ||||||
| View | Allows a user to open the Location Group module |
Admin | ||||||
| Magento | ||||||||
| View | Allows a user to open the  Magento module |
Admin | ||||||
| Magento Cart | ||||||||
| View | Allows a user to open the  Magento Cart module |
Admin | ||||||
| Manufacture Order | ||||||||
| Auto MO | Allows a user to generate Manufacture Orders for items with low inventory levels using the Auto MO button | Warehouse | ||||||
| Can Always Change Custom Fields | Allows a user to change custom fields on a fulfilled Manufacture Order | Warehouse | ||||||
| Can Always Change Memos | Allows a user to change memos on a fulfilled Manufacture Order | Warehouse | ||||||
| Can Always Change Notes | Allows a user to change notes on a fulfilled Manufacture Order | Warehouse | ||||||
| Can Always Change WO Notes | Allows a user to change Work Order notes on a fulfilled Manufacture Order | Warehouse | ||||||
| Consume When Short | Allows a user to finish a work order, even when some of the raw goods are short | Warehouse | ||||||
| Cost View | Allows a user to view the projected cost of a Manufacture Order using the Calculate Cost button | Warehouse | ||||||
| Delete | Allows a user to delete Manufacture Orders | Warehouse | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create Manufacture Orders | Warehouse | ||||||
| Edit Custom Fields | Allows a user to edit the custom fields on a Manufacture Order | Warehouse | ||||||
| Issue | Allows a user to issue and unissue a Manufacture Order | Warehouse | ||||||
| Options | Allows a user to open the  Manufacture Order module options |
Warehouse | ||||||
| Quick Fulfill | Allows a user to quickly fulfill a Manufacture Order using the Quick Fulfill button | Warehouse | ||||||
| View | Allows a user to open the Manufacture Order module |
Warehouse | ||||||
| WO Assign Users | Allows a user to add and modified a Work Order's assigned users | Warehouse | ||||||
| WO Edit | Allows a user to modify and create Work Orders | Warehouse | ||||||
| WO Finish | Allows a user to finish a Work Order | Warehouse | ||||||
| WO Start | Allows a user to start a Work Order | Warehouse | ||||||
| WO Void | Allows a user to delete or void a Work Order | Warehouse | ||||||
| Monitor | ||||||||
| Delete | Allows a user to delete Monitor watches | Purchasing | Warehouse | |||||
| Edit | Allows a user to modify and create Monitor watches | Purchasing | Warehouse | |||||
| Options | Allows a user to open the  Monitor module options |
Purchasing | Warehouse | |||||
| View | Allows a user to open the Monitor module |
Purchasing | Warehouse | |||||
| Part | ||||||||
| ABC | Allows a user to access the Auto ABC wizard | Purchasing | ||||||
| Accounting | Allows a user to access the Accounts tab in the  Part module |
Purchasing | ||||||
| Convert Non-Inventory | Allows a user to convert a non-inventory part to an inventory part on the General tab of the Part module |
Purchasing | ||||||
| Delete | Allows a user to delete Parts | Purchasing | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create Parts | Purchasing | ||||||
| Manufacture | Allows a user to access the Bill of Materials tab in the Part module |
Purchasing | ||||||
| Options | Allows a user to open the Part module options |
Purchasing | ||||||
| ROP | Allows a user to access the Auto ROP wizard | Purchasing | ||||||
| Vendor | Allows a user to access the Vendors tab in the Part module |
Purchasing | ||||||
| View | Allows a user to open the Part module |
Purchasing | ||||||
| Payment Gateway | ||||||||
| Edit | Allows a user to modify the Payment Gateway configuration | Admin | ||||||
| View | Allows a user to open the  Payment Gateway module |
Admin | ||||||
| Payment Terms | ||||||||
| Delete | Allows a user to delete Payment Terms | Purchasing | Sales | |||||
| Edit | Allows a user to modify and create Payment Terms | Purchasing | Sales | |||||
| View | Allows a user to open the  Payment Terms module |
Purchasing | Sales | |||||
| Payment Viewer | ||||||||
| Delete | Allows a user to delete payments that have not been posted to the accounting system | Admin | ||||||
| Options | Allows a user to open the  Payment Viewer module options |
Admin | ||||||
| View | Allows a user to open the Payment Viewer module |
Admin | ||||||
| View Credit Card Number | Allows a user to view credit card numbers if the module option for hiding credit card numbers is disabled | |||||||
| Picking | ||||||||
| Allow Over Picking For Work Orders | Allows a user to pick quantities greater than those originally on a work order | Warehouse | ||||||
| Can Always Change Memos | Allows a user to change memos on a fulfilled pick | Admin | ||||||
| Commit | Allows a user to commit and auto assign pick items | Warehouse | ||||||
| Edit | Allows a user to save, group, and edit a pick | Warehouse | ||||||
| Finish | Allows a user to finish a pick | Warehouse | ||||||
| Options | Allows a user to open the  Picking module options |
Warehouse | ||||||
| Start | Allows a user to start a pick | Warehouse | ||||||
| View | Allows a user to open the Picking module |
Warehouse | ||||||
| Void | Allows a user to void a pick | Warehouse | ||||||
| Plugin | ||||||||
| View | Allows a user to open the  Plugin module |
Admin | ||||||
| Pricing Rule | ||||||||
| Delete | Allows a user to delete Pricing Rules | Admin | ||||||
| Edit | Allows a user to modify and create Pricing Rules | Admin | ||||||
| View | Allows a user to open the  Pricing Rule module |
Admin | ||||||
| Product | ||||||||
| Accounting | Allows a user to modify the income account on the Details tab of the  Product module |
Sales | ||||||
| Delete | Allows a user to delete Products | Sales | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create Products | Sales | ||||||
| Options | Allows a user to open the Product module options |
Sales | ||||||
| Pricing | Allows a user to edit the Product price and access the Pricing tab in Product module | Sales | ||||||
| Tree | Allows a user to click the Product Tree button in the Product module |
Sales | ||||||
| View | Allows a user to open the Product module |
Sales | ||||||
| Property | ||||||||
| Delete | Allows a user to delete Properties | Admin | ||||||
| Edit | Allows a user to modify and create Properties | Admin | ||||||
| View | Allows a user to open the  Property module |
Admin | ||||||
| Purchase Order | ||||||||
| AccessOthers | Allows a user to view Purchase Orders created by other users | Purchasing | Receiving | |||||
| AutoPO | Allows a user to access the Auto PO button in the  Purchase Order module |
Purchasing | Receiving | |||||
| Can Always Change Addresses | Allows a user to make changes to the addresses of a fulfilled Purchase Order | Admin | ||||||
| Can Always Change Custom Fields | Allows a user to change custom fields on a fulfilled Purchase Order | Admin | ||||||
| Can Always Change Details | Allows a user to make changes on the Details tab of a fulfilled Purchase Order | Admin | ||||||
| Can Always Change Memos | Allows a user to change memos on a fulfilled Purchase Order | Admin | ||||||
| Can Always Change Notes | Allows a user to change notes on a fulfilled Purchase Order | Admin | ||||||
| Close Short | Allows a user to close short Purchase Orders | Purchasing | Receiving | |||||
| Delete | Allows a user to delete Purchase Orders | Purchasing | Receiving | |||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create Purchase Orders | Purchasing | Receiving | |||||
| Edit Custom Fields | Allows a user to make changes to the custom fields of a Purchase Order | Purchasing | Receiving | |||||
| Inventory | Allows a user to view the Inventory tab in the Purchase Order Item Details window after double-clicking an item | Purchasing | Receiving | |||||
| Issue | Allows a user to issue a Purchase Order | Purchasing | Receiving | |||||
| Options | Allows a user to open the Purchase Order module options |
Purchasing | Receiving | |||||
| View | Allows a user to open the Purchase Order module |
Purchasing | Receiving | |||||
| Void | Allows a user to void a purchase order | Purchasing | Receiving | |||||
| QBO Browser | ||||||||
| Options | Allows a user to open the  QBO Browser module options |
Admin | ||||||
| View | Allows a user to open the QBO Browser module |
Accounting | ||||||
| Receiving | ||||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Fulfillment | Allows a user to fulfill items in the  Receiving module |
Purchasing | Receiving | |||||
| Options | Allows a user to open the Receiving module options |
Purchasing | Receiving | |||||
| Receive | Allows a user to receive items in the Receiving module |
Purchasing | Receiving | |||||
| Reconcile | Allows a user to reconcile items in the Receiving module |
Purchasing | Receiving | |||||
| Reject | Allows a user to reject items in the Receiving module |
Purchasing | Receiving | |||||
| View | Allows a user to open the Receiving module |
Purchasing | Receiving | |||||
| ViewCost | Allows a user to view costs in the Receiving module |
Purchasing | Receiving | |||||
| Void | Allows a user to void items in the Receiving module |
Purchasing | Receiving | |||||
| Reports | ||||||||
| CompanyEdit | Allows a user to perform functions on reports such as duplicate, delete, save, rename, customize default filters, etc | Admin | ||||||
| RMA | ||||||||
| Delete | Allows a user to delete RMAs | Sales | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create RMAs | Sales | ||||||
| Edit Custom Fields | Allows a user to modify the custom fields of an RMA | Sales | ||||||
| Options | Allows a user to open the  RMA module options |
Sales | ||||||
| View | Allows a user to open the RMA module |
Sales | ||||||
| Sales Data | ||||||||
| View | Allows a user to open the  Sales Data module |
Admin | ||||||
| Sales Order | ||||||||
| AccessOthers | Allows a user to view Sales Orders assigned to other users | Sales | Shipping | |||||
| Accounting | Allows a user to access the Check Balance button | Sales | Shipping | |||||
| Can Always Change Addresses | Allows a user to make changes on the Bill To and Ship To addresses of a fulfilled Sales Order | Admin | ||||||
| Can Always Change Custom Fields | Allows a user to change custom fields on a fulfilled Sales Order | Admin | ||||||
| Can Always Change Details | Allows a user to make changes on the Details tab of a fulfilled Sales Order | Admin | ||||||
| Can Always Change Memos | Allows a user to change memos on a fulfilled Sales Order | Admin | ||||||
| Can Always Change Notes | Allows a user to change notes on a fulfilled Sales Order | Admin | ||||||
| Can Expire Orders | Allows a user to right-click an order in the sales order search pane and select Expire | Admin | ||||||
| CloseShort | Allows a user to close short a Sales Order | Sales | Shipping | |||||
| Cost | Allows a user to view the raw good costs on the Summary step when adding a custom work order | Sales | Shipping | |||||
| Delete/Void | Allows a user to delete or void a sales order. | Sales | Shipping | |||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create Sales Orders | Sales | Shipping | |||||
| Edit Custom Fields | Allows a user to make changes to the custom fields of a Sales Order | Sales | Shipping | |||||
| Edit Item Description | Allows a user to modify the item description of a sales order item | Sales | Shipping | |||||
| Edit Salesperson | Allows a user to modify the salesperson of a sales order | Sales | Shipping | |||||
| Inventory | Allows a user to access the Inventory tab when editing a sales order item | Sales | Shipping | |||||
| Issue | Allows a user to issue a Sales Order | Sales | Shipping | |||||
| Markup | Allows a user to view and edit the markup for sales order items. The markup option must also be enabled in the  Sales Order module options |
Sales | ||||||
| Options | Allows a user to open the Sales Order module options |
Sales | Shipping | |||||
| Payment | Allows a user to use the Payment button in the Sales Order module |
Sales | Shipping | |||||
| PriceOverride | Allows a user to edit the price of an item. For users without this right, an admin override dialog can be displayed | Sales | Shipping | |||||
| Quick Fulfill | Allows a user to use the Quick Fulfill button in the Sales Order module |
Sales | Shipping | |||||
| View | Allows a user to open the Sales Order module |
Sales | Shipping | |||||
| Void | Allows a user to void a Sales Order | Sales | Shipping | |||||
| Schedule | ||||||||
| Delete | Allows a user to delete events in the  Schedule module |
Admin | ||||||
| Edit | Allows a user to modify and create events in the Schedule module |
Admin | ||||||
| Run | Allows a user to run events in the Schedule module |
Admin | ||||||
| View | Allows a user to open the Schedule module |
Admin | ||||||
| Setup | ||||||||
| Edit Email | Allows a user to make changes on the Email tab of the  Setup module |
Admin | ||||||
| Edit FOB Point | Allows a user to make changes on the FOB Point tab of the Setup module |
Admin | ||||||
| Edit Integrated Apps | Allows a user to make changes on the Integrated Apps tab of the Setup module |
Admin | ||||||
| Edit Payment Methods | Allows a user to make changes on the Payment Methods tab of the Setup module |
Admin | ||||||
| Edit Shipping Terms | Allows a user to make changes on the Shipping Terms tab of the Setup module |
Admin | ||||||
| Send DB | Allows a user to send the database to Fishbowl from the Help menu | Admin | ||||||
| View | Allows a user to open the Settings module |
Admin | ||||||
| ShipExpress | ||||||||
| View Rates Button | Allows a user to use the Ship Quote button in the Sales Order module |
Shipping | ||||||
| View Ship Button | Allows a user to use the Create Label button in the  Shipping module |
Shipping | ||||||
| View | Allows a user to open the  ShipExpress module |
Shipping | ||||||
| View Label Button | Allows a user to use the View Label button in the Shipping module |
Shipping | ||||||
| Shipping | ||||||||
| Always Edit Carton Tracking Number | Allows a user to change the carton tracking number after an order has been shipped | Shipping | ||||||
| Create Carton Type | Allows a user to save a carton dimensions on the Carton Types tab of the Shipping module options |
Shipping | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Always Edit Address | Allows a user to edit the shipping address on the General tab of the Shipping module, regardless of shipment status |
Admin | ||||||
| Options | Allows a user to open the Shipping module options |
Shipping | ||||||
| Pack | Allows a user to edit and pack shipments | Shipping | ||||||
| Ship | Allows a user to ship shipments | Shipping | ||||||
| View | Allows a user to open the Shipping module |
Shipping | ||||||
| Void | Allows a user to void shipments | Shipping | ||||||
| Void Fulfilled Shipments | Allows a user to void a shipped sales order that has not been exported to the Accounting system | Shipping | ||||||
| ShipStation | ||||||||
| Edit | Allows a user to configure the  ShipStation module |
Shipping | ||||||
| Options | Allows a user to configure the module options in the ShipStation module |
Shipping | ||||||
| View | Allows a user to open the ShipStation module |
Shipping | ||||||
| Shopify | ||||||||
| View | Allows a user to open the  Shopify module |
Admin | ||||||
| SolidWorks | ||||||||
| View | Allows a user to open the  SolidWorks module |
Admin | ||||||
| Tax Rate | ||||||||
| Delete | Allows a user to delete Tax Rates | Sales | ||||||
| Edit | Allows a user to modify and create Tax Rates | Sales | ||||||
| Options | Allows a user to open the  Tax Rate module options |
Sales | ||||||
| View | Allows a user to open the Tax Rate module |
Sales | ||||||
| Transfer Order | ||||||||
| Can Always Change Custom Fields | Allows a user to modify the custom fields of a fulfilled transfer order | Warehouse | ||||||
| Delete | Allows a user to delete Transfer Orders | Warehouse | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create Transfer Orders | Warehouse | ||||||
| Edit Custom Fields | Allows a user to modify the custom fields of a transfer order | Warehouse | ||||||
| Issue | Allows a user to issue Transfer Orders | Warehouse | ||||||
| Options | Allows a user to open the  Transfer Order module options |
Warehouse | ||||||
| View | Allows a user to open the Transfer Order module |
Warehouse | ||||||
| UOM | ||||||||
| Delete | Allows a user to delete UOMs | Receiving | ||||||
| Edit | Allows a user to modify and create UOMs | Receiving | ||||||
| View | Allows a user to open the  Unit of Measure module |
Receiving | ||||||
| UPS Ready | ||||||||
| Edit | Allows a user to modify the UPS Ready integration | Admin | ||||||
| View | Allows a user to open the  UPS Ready module |
Admin | ||||||
| User | ||||||||
| Delete | Allows a user to delete Users | Admin | ||||||
| Edit | Allows a user to modify and create Users | Admin | ||||||
| View | Allows a user to open the  User module |
Admin | ||||||
| User Group | ||||||||
| Delete | Allows a user to delete User Groups | Admin | ||||||
| Edit | Allows a user to modify and create User Groups | Admin | ||||||
| View | Allows a user to open the User Group module |
Admin | ||||||
| Vendor | ||||||||
| Delete | Allows a user to delete Vendors | Purchasing | ||||||
| Dropbox-Edit | Allows a user to add and remove Dropbox files. | |||||||
| Dropbox-View | Allows a user to view Dropbox files. | |||||||
| Edit | Allows a user to modify and create Vendors | Purchasing | ||||||
| Options | Allows a user to open the  Vendor module options |
Purchasing | ||||||
| Override Minimum Order Amount | Allows a user to process a Purchase Order that is below the vendor's minimum order amount | Admin | ||||||
| View | Allows a user to open the Vendor module |
Purchasing | ||||||
| Volusion | ||||||||
| View | Allows a user to open the  Volusion module |
Admin | ||||||
| WooCommerce | ||||||||
| View | Allows a user to open the  WooCommerce module |
Admin | ||||||
| X-Cart | ||||||||
| View | Allows a user to open the  X-Cart module |
Admin | ||||||
| Xero Browser | ||||||||
| Options | Allows a user to open the  Xero Browser module options |
Admin | ||||||
| View | Allows a user to open the Xero Browser module |
Accounting | ||||||
| Zen Cart | ||||||||
| View | Allows a user to open the  Zen Cart module |
Admin | ||||||
Access to Fishbowl Reports can be assigned on the Report Rights tab of the User Group module. See Included reports for a list and description of Fishbowl reports.