User

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Template:User Template:Module Intro allows an administrator to create new users and manage which user groups and location groups a user belongs to.

Create a New User Template:Top

Each user is also a salesperson and can be assigned to an order on the Details tab of the Sales Order module. 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.
    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.
  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 a CSV Import.

Edit, delete, or inactivate a

  • To edit a , double-click the in the search pane, make any changes, and then click the Save Button.png Save button located in the module toolbar.
  • To delete a , double-click the in the search pane and then click the Delete Button.png Delete button located in the module toolbar.
  • A cannot be deleted if it is in use by other modules. In this case, a 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 , click the Advanced Search button and select Show Inactive Only.

Change a User Password Template:Top

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

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.