View source for User

{{Module Introduction|User|Setup}} allows an administrator to create new users and manage which user groups and location groups a user belongs to.

{{NoClear|Create a new user}}

Each user is also a salesperson and can be assigned to an order on the {{ModuleTab|Sales Order|Details}}. Follow the steps below to create a new user.

# In the {{Module|User}}, click the {{Button|New}} in the module toolbar.
# Enter a '''First Name''', '''Last Name''', '''Username''', and '''Initials'''. The initials correspond to the salesperson initials in QuickBooks. An email address and phone number can also be stored in Fishbowl.<br>[[File:User Details.png]]
# Click the '''Set Password''' button. The user can later change their password.
# Click the '''Location Groups''' tab and assign a default Location Group. When this user creates an order, their default location group will be used to set the location group of the order. This step also sets up the locations that the user will be able to access for picking and put-a-way.
# Add any other location groups that this user should have access to by double-clicking the '''Location Group''' in the '''Available''' list.
# A memo can be added to the user by clicking on the '''Memo''' tab.
# Click the '''Save''' button in the module toolbar to commit the changes.

Users can also be created using the [[Imports_and_Exports#List_of_imports_and_exports|import]].

==Notifications==

Fishbowl can send SMS text notifications to the user's '''Phone''' number listed on the '''General''' tab. To create a new notification, click the {{Icon Button|New}}.

* The purchase order approval settings are found on the {{ModuleOptionsTab|Purchase Order|General}}.
* Each user needs to create their own notifications. The admin user cannot create notifications for other users.<br>[[File:SMS Notifications.png]]<br>[[File:PO SMS.png]]

{{EditDeleteInactivate|user|click the '''Advanced Search''' button and select '''Show Inactive Only'''}}
* To reset all column layouts to the default, click the [[Customize_Fishbowl#Reset_layout|Reset Layout]] button.

==Change a user password==

Each user can change their password by opening the '''User''' module and clicking the '''Change Password''' button.

An administrator can also set the password of any user by double-clicking the user and then clicking the '''Set Password''' button.

[[File:Change password.png]]

==Missing information==

A prompt will be displayed during login for users with missing information. To skip the prompt in the future, select '''Do not ask again'''.

[[File:Missing information.png]]

{{Access Rights}}