Create a new user Template:Top
- In the User module, click the New button 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.
- 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.
- 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 a CSV 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 located in the module toolbar.
- To delete a user, double-click the user in the search pane and then click the 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 in the module toolbar. To view an inactive user, 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.
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.
- Open the User Group module located in the Setup module group.
- 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.
- Click the Rights tab. Each section can be expanded by clicking +.
- Click the checkbox in the Value column to change access to any right.
- Click the Save button.
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.