Template:User 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
In the User Module, click the New button 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.
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.
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.
Delete or Inactivate a User Template:Top
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 on the module toolbar.
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.
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.
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.