Difference between revisions of "User"

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(Create a New User {{top}}: Rewrote section)
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== Create a New User {{top}} ==
 
== Create a New User {{top}} ==
  
In the User Module, click the {{Button|New}} from the module toolbar. Enter the First and Last name of the user as well as their initials. Next, you will want to set a password for the user by clicking on the '''Set Password''' button.
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Follow the steps below to create a new user.
  
'''Users''' are also considered '''Salesmen'''. In the Sales Order module | Details subtab, any salesman to be assigned to a Sales Order must first be created as a User.
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# In the User module, click the {{Button|New}} in the module toolbar.
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# Enter a '''User name''' and '''Initials'''. The first and last name are optional.
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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.
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# Add any other location groups that this user should have access to by double-clicking the '''Location Group''' in the '''Available''' list.
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# Click the {{Button|Save}} in the module toolbar to commit the changes.
  
 
[[File:User Details.png]]
 
[[File:User Details.png]]
  
Each user will need to have '''Location Groups rights''' as well as '''User Groups rights'''. To give Location Group rights, click on the Location Groups subtab located next to the general subtab. First choose a default location group for the user, then below select the location groups you would like to user to belong to. Simply highlight the location group on the left and click on the top arrow to move the location group under the '''User Belongs To''' right side.
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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.
 
 
If you would like to add a Memo for the user, click on the '''memo subtab''' (optional). Save the new user by clicking the {{Button|Save}} from the module toolbar.
 
  
 
== Delete or Inactivate a User {{top}} ==
 
== Delete or Inactivate a User {{top}} ==

Revision as of 14:06, 21 February 2013

Template:User 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.

The following functions are available through the User Module:

  • Create new users
  • 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 Template:Top

Follow the steps below to create a new user.

  1. In the User module, click the New Button.png New button in the module toolbar.
  2. Enter a User name and Initials. The first and last name are optional.
  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.
  5. Add any other location groups that this user should have access to by double-clicking the Location Group in the Available list.
  6. Click the Save Button.png Save button in the module toolbar to commit the changes.

User Details.png

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.

Delete or Inactivate a User Template:Top

In the user module you may delete a user by highlighting the user in the search panel, then clicking the Delete Button.png Delete button located in the module toolbar.

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 Save Button.png Save button on the module toolbar.

File:Active user.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.

File:User advanced search.png

Change a User Password Template:Top

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.

Change password.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.