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User

2,298 bytes removed, 23:30, 23 August 2018
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[[Image{{Template:Icon.Infobox User.png]] The }}{{Module Introduction|User Module is where |Setup}} allows an administer may administrator to create new users and set passwords. They may also assign users manage which user groups and location groups a user belongs to User Groups and set default Location Groups.<br>
<br>==Create a new user==
The following functions are available through Each user is also a salesperson and can be assigned to an order on the User Module:{{ModuleTab|Sales Order|Details}}. Follow the steps below to create a new user.
* Create new users# In the {{Module|User}}, click the {{Button|New}} 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.<br>[[File:User Details.png]]* # Click the '''Set Password''' button. The user passwordscan later change their password.* Inactivate or activate # Click the '''Location Groups''' tab and assign a default Location Group. When this usercreates 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.* Assign users # Add any other location groups that this user should have access to User Groupsby double-clicking the '''Location Group''' in the '''Available''' list.* Assign default and additional Location Groups# A memo can be added to the user by clicking on the '''Memo''' tab.* Write/print memos# Click the '''Save''' button in the module toolbar to commit the changes.
<br><br><br>== Create a New User<br> ==Users can also be created using the [[CSV|import]].
In the User Module, {{EditDeleteInactivate|user|click New [[Image:'new' symbol.JPG|Image:'new'_symbol.JPG]] from the '''Module ToolbarAdvanced Search'''. Enter the First button 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 select '''Set PasswordShow Inactive Only''' }}* To reset all column layouts to the default, click the [[Customize_Fishbowl#Reset_layout|Reset Layout]] button.
[[Image:User Details.JPG|thumb|right]]<br>==Change a user password==
Each user can change their password by opening the '''UsersUser''' are also considered module and clicking the '''SalesmenChange Password'''. In the Sales Order module | Details subtab, any salesman to be assigned to a Sales Order must first be created as a Userbutton.
<br>An administrator can also set the password of any user by double-clicking the user and then clicking the '''Set Password''' button.
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[[File:Change password.png]]
<br>==Missing information==
If you would like to add a Memo A prompt will be displayed during login for users with missing information. To skip the prompt in the userfuture, click on the select '''memo subtabDo not ask again''' (optional). Save the new user by clicking the Save [[Image:'save' symbol.JPG|Image:'save'_symbol.JPG]] button from the Module Toolbar.
<br><br>[[File:Missing information.png]]
== Delete or Inactivate a User == In the user module you may delete a user by highlighting the user in the search panel, the[[Image:Active user.JPG|thumb|right]]n clicking the '''delete''' [[Image:'delete' shortcut.JPG|Image:'delete'_shortcut.JPG]] button located in the '''Module Toolbar'''. <br> <br> [[Image:User advanced search.JPG|thumb|right]]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 save [[Image:'save' symbol.JPG|Image:'save'_symbol.JPG]] on the Module Toolbar. <br> <br> 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. <br><br><br>{{SeeAlso|data={{TV_Users}}}}<br><br><br>== Change a User Password<br> == [[Image:Change password.JPG|thumb|right]]In the Search Panel of the User Module, double-click the user whose password you would like to change. <br> <br> Click the button labeled '''Set Password'''. Enter the new password, and then confirm that it was typed correctly by entering it again. Click '''OK'''.<br><br>When running Fishbowl for the first time, the default Username and Password are both '''admin'''. We recommend changing these defaults as soon as possible.<br><br>'''''Note: Only Administrators can change all user's passwords. Individual users can only change their own.&nbsp; 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.&nbsp;''''' <br><br> {{SeeAlso|data={{TV_Users}}}}<br><br><br>== Assign Access Rights to a User[[Image:Receiving_user_group_rights.JPG|thumb|right]] == To assign access rights, you must first assign '''User groups''' for the user. This is done under the general tab of the [[User Manual:User|user module]]. You may assign more specific rights for each user group under the rights subtab in the User Group Module. <br> The picture (shown right) is an example of the Receiving User Group (located in the User Group Module). Specific access may be given to users within the Receiving Group, which in turn will provide only specific access for each user within that group. <br> '''''Note: Users will only see the icons for the modules they have rights to. Therefore, users with different rights will see more or less of Fishbowl depending on the level of access that is specified for them.''''' <br><br><br><br><br><br><br><br>{{SeeAlso|data={{TV_Users}}}}<br><br><br>

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