Difference between revisions of "Template:Access Rights"

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m (Assign access rights to a user {{top}})
m (Text replacement - "[[Imports_and_Exports#List_of_imports_and_exports" to "[[Imports_and_Exports#List_of_imports_and_exports|")
 
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== Assign access rights to a user {{top}} ==
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==Assign access rights==
  
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:
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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.
  
# Open the [[User Group]] module located in the '''Setup''' module group.
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# Open the {{Module|User Group}} located in the '''Setup''' module group.
# Open an existing User Group or create a new User Group.
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# Open an existing user group or create a new user group.
# Users can be assigned to the group on the '''General''' tab. The [[User]] module can also be used to edit a user's groups.<br>[[File:User Group.png]]
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# Users can be assigned to the group on the '''General''' tab. The {{Module|User}} can also be used to edit a user's groups.<br>[[File:User Group.png]]
# Click the '''Rights''' tab and set the appropriate rights for the User Group.<br>[[File:Access Rights.png]]
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# Click the '''Rights''' tab. Each section can be expanded by clicking '''+'''.
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# Click the checkbox in the '''Value''' column to change access to any right.<br>[[File:Access Rights.png]]
 
# Click the '''Save''' button.
 
# Click the '''Save''' button.
  
Access to Fishbowl Reports can be assigned on the '''Report Rights''' tab in the [[User Group|User Group Module]]. See [[Reports#Available_Fishbowl_Reports|Available Fishbowl Reports]] for a list and description of Fishbowl reports.
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Access to Fishbowl reports can be assigned on the '''Report Rights''' tab in the {{Module|User Group}}. See [[Reports#Included reports|Included reports]] for a list and description of Fishbowl reports.
  
=== List of access rights {{top}} ===
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===List of access rights===
  
 
See [[Access Rights]] for a list and description of all user access rights in Fishbowl.
 
See [[Access Rights]] for a list and description of all user access rights in Fishbowl.
  
=== Admin only rights ===
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===Admin only rights===
  
Nearly all rights can be granted through access rights. However, the following functions can only be performed by the '''admin''' user:
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Nearly all rights can be granted through access rights. However, the following functions can only be performed by the '''admin''' user.
  
* Change a part's unit of measure
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* Change a part's [[Unit of Measure|unit of measure]]
* Run the '''Part Cost''' Import
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* Run the '''Part Cost''' [[Imports_and_Exports#List_of_imports_and_exports|import]]
* Run the '''Part Units of Measure''' Import
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* Mark a [[Unit of Measure|UOM]] as '''Read Only'''
* Mark UOMs as '''Read Only'''
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* Close QuickBooks from the {{Module|Accounting Integration}} when the connection fails
* Convert a '''Non-Inventory''' part to '''Inventory'''
 
* Close QuickBooks from the Accounting Module when connection fails
 

Latest revision as of 15:10, 7 February 2020

Assign access rights

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.