Difference between revisions of "User"

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{{Template:User}}
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{{Template:Infobox User}}
[[File:Icon.User.png]] The User Module is where an administrator may create new users and set passwords. They may also assign users to User Groups and set default Location Groups.
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{{Module Introduction|User|Setup}} allows an administrator to create new users and manage which user groups and location groups a user belongs to.
  
The following functions are available through the User Module:
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==Create a new user==
  
* Create new users
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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.
* Set user passwords
 
* Inactivate or activate a user
 
* Assign users to User Groups
 
* Assign default and additional Location Groups
 
* Write/print memos
 
  
== Create a New User {{top}} ==
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# In the {{Module|User}}, click the {{Button|New}} in the module toolbar.
 
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# 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]]
Follow the steps below to create a new user.
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# Click the '''Set Password''' button. The user can later change their password.
 
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# 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.
# In the User module, click the {{Button|New}} in the module toolbar.
 
# Enter a '''User name''' and '''Initials'''. The first and last name are optional.
 
# 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.
 
 
# Add any other location groups that this user should have access to by double-clicking the '''Location Group''' in the '''Available''' list.
 
# Add any other location groups that this user should have access to by double-clicking the '''Location Group''' in the '''Available''' list.
# Click the {{Button|Save}} in the module toolbar to commit the changes.
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# A memo can be added to the user by clicking on the '''Memo''' tab.
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# Click the '''Save''' button in the module toolbar to commit the changes.
  
[[File:User Details.png]]
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Users can also be created using the [[CSV|import]].
  
A memo can also be added to the user by clicking on the '''Memo''' tab. Any user can be set as a salesperson on the '''Details''' tab of the [[Sales Order]] module.
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{{EditDeleteInactivate|user|click the '''Advanced Search''' button and select '''Show Inactive Only'''}}
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* To reset all column layouts to the default, click the [[Customize_Fishbowl#Reset_layout|Reset Layout]] button.
  
== Delete or Inactivate a User {{top}} ==
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==Change a user password==
  
In the user module you may delete a user by highlighting the user in the search panel, then clicking the {{Button|Delete}} located in the module toolbar.
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Each user can change their password by opening the '''User''' module and clicking the '''Change Password''' button.
  
A user may be inactivated by double clicking on the user in the search panel. On the right hand side of the screen underneath the Initials box you will want to uncheck the Active status for that user. After you have unchecked the box, click the {{Button|Save}} on the module toolbar.
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An administrator can also set the password of any user by double-clicking the user and then clicking the '''Set Password''' button.
  
[[File:Active user.png]]
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[[File:Change password.png]]
  
To view an '''inactive user''', click on the advanced search button in the search panel of the User Module. Select to '''Show inactive users only''', or select Show All and see both inactive and active users and click Search.
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==Missing information==
  
[[File:User advanced search.png]]
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A prompt will be displayed during login for users with missing information. To skip the prompt in the future, select '''Do not ask again'''.
  
== Change a User Password {{top}} ==
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[[File:Missing information.png]]
 
 
In the Search Panel of the User Module, double-click the user whose password you would like to change.
 
 
 
Click the button labeled '''Set Password'''. Enter the new password, and then confirm that it was typed correctly by entering it again. Click '''OK'''.
 
 
 
When running Fishbowl for the first time, the default Username and Password are both '''admin'''. We recommend changing these defaults as soon as possible.
 
 
 
'''''Note: Only Administrators can change all users' passwords. Individual users can only change their own. If your administrator password is still set to admin, you should change it to something more secure. If you need your password reset, please call or contact Fishbowl support. '''''
 
 
 
[[File:Change password.png]]
 
  
 
{{Access Rights}}
 
{{Access Rights}}

Latest revision as of 23:30, 23 August 2018

User
Training Videos
Users and User Rights
Related Pages
User Group
Access Rights
Company

Icon.User.png The User module, located in the Setup group, allows an administrator to create new users and manage which user groups and location groups a user belongs to.

Create a new user

Each user is also a salesperson and can be assigned to an order on the Details tab of the Small.Sales Order.png Sales Order module. Follow the steps below to create a new user.

  1. In the Small.User.png User module, click the New Button.png New button in the module toolbar.
  2. 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.
    User Details.png
  3. Click the Set Password button. The user can later change their password.
  4. 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.
  5. Add any other location groups that this user should have access to by double-clicking the Location Group in the Available list.
  6. A memo can be added to the user by clicking on the Memo tab.
  7. Click the Save button in the module toolbar to commit the changes.

Users can also be created using the import.

Edit, delete, or inactivate a user

  • To edit a user, double-click the user in the search pane, make any changes, and then click the Save Button.png Save button located in the module toolbar.
  • To delete a user, double-click the user in the search pane and then click the Delete Button.png Delete button located in the module toolbar.
  • A user cannot be deleted if it is in use by other modules. In this case, a user can be inactivated by unchecking the Active checkbox and then clicking the Save Button.png Save button in the module toolbar. To view an inactive user, click the Advanced Search button and select Show Inactive Only.
  • To reset all column layouts to the default, click the 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.

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.

Missing information.png

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.