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Access Rights

488 bytes added, 15 July
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Access rights are assigned in the {{Module|User Group|Assign access rights to a user}}. The table below shows all of the user access rights in Fishbowl as well as a brief description of each right. An example of how access rights may be assigned to different user groups is also provided. Every company is different, so carefully review the access rights and make changes where necessary. Click a link below to jump to the corresponding section of the table.
* The access rights on this page are sorted alphabetically. To sort the access rights alphabetically, click the '''Access Right''' column header.<br>[[File:Access Rights Sort.png|link=]]
* To expand all access rights, click the '''Expand All''' button.
{| class="toc" id="toc"
| id="toctitle"|'''Contents'''
*{{AccessRightLink|3dcart}}*{{AccessRightLink|Accounting}}*{{AccessRightLink|AmazonIntegration}}
*{{AccessRightLink|Avalara}}
*{{AccessRightLink|BigCommerceBI Editor}}*{{AccessRightLink|BI Report}}
*{{AccessRightLink|Bill of Materials}}
*{{AccessRightLink|Calendar}}
*{{AccessRightLink|Carrier}}
*{{AccessRightLink|Checkout}}
*{{AccessRightLink|Class}}
*{{AccessRightLink|Commerce}}
*{{AccessRightLink|Company}}
*{{AccessRightLink|Consignment}}
*{{AccessRightLink|Discount}}
*{{AccessRightLink|Dropbox}}
*{{AccessRightLink|eBay}}
*{{AccessRightLink|Fishbowl Anywhere}}
*{{AccessRightLink|Fishbowl GO}}
*{{AccessRightLink|Imports / Export}}
*{{AccessRightLink|Inventory}}
*{{AccessRightLink|LemonStand}}
*{{AccessRightLink|Location}}
*{{AccessRightLink|Location Group}}
*{{AccessRightLink|Magento}}
*{{AccessRightLink|Magento Cart}}
*{{AccessRightLink|Manufacture Order}}
*{{AccessRightLink|Monitor}}
*{{AccessRightLink|Sales Data}}
*{{AccessRightLink|Sales Order}}
*{{AccessRightLink|SalesPoint}}
*{{AccessRightLink|Schedule}}
*{{AccessRightLink|SetupSettings}}
*{{AccessRightLink|ShipExpress}}
*{{AccessRightLink|Shipping}}
*{{AccessRightLink|ShipStation}}
*{{AccessRightLink|Shopify}}
*{{AccessRightLink|SolidWorks}}
*{{AccessRightLink|Tax Rate}}
*{{AccessRightLink|Transfer Order}}
*{{AccessRightLink|User Group}}
*{{AccessRightLink|Vendor}}
*{{AccessRightLink|Volusion}}*{{AccessRightLink|WooCommerce}}*{{AccessRightLink|X-CartWork Order}}
*{{AccessRightLink|Xero Browser}}
*{{AccessRightLink|Zen Cart}}
|}
{| class="prettytable"
|-
! width = "225" | User Right
! Description
! Accounting
| colspan=9 |
{{AccessRightHeader|3dcart}} {{Row|View}} Allows a user to open the {{Module|3dcart}} {{Groups|Admin=1}} {{AccessRightHeader|AccountingIntegration}}
{{Row|Export}} Allows a user to export data to the accounting system {{Groups|Accounting=1}}
{{Row|Import}} Allows a user to import data from the accounting system {{Groups|Accounting=1}}
{{Row|Integration}} Allows a user to open the Accounting connect and disconnect an accounting integration wizard {{Groups|Accounting=1}}
{{Row|Mark As Posted}} Allows a user to mark all pending data as posted so that nothing is exported to the accounting system {{Groups|Accounting=1}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|AccountingIntegration}} {{Groups|Accounting=1}}
{{Row|Repost}} Allows a user to repost data to the accounting system {{Groups|Accounting=1}}
 
{{AccessRightHeader|Amazon}}
{{Row|View}} Allows a user to open the {{Module|Amazon}} {{Groups|Admin=1}}
{{AccessRightHeader|Avalara}}
{{Row|View}} Allows a user to open the {{Module|Avalara}} {{Groups|Admin=1}}
{{AccessRightHeader|BigCommerceBI Editor}} {{Row|Delete}} Allows a user to delete a {{Module|BI Editor}}{{Groups|Admin=1}}{{Row|Edit}} Allows a user to modify a {{Module|BI Editor}} {{Groups|Admin=1}}{{Row|View}} Allows a user to open the {{Module|BI Editor}} {{Groups|Admin=1}} {{AccessRightHeader|BI Report}} {{Row|Delete}} Allows a user to delete a {{Module|BI Report}}{{Groups|Admin=1}}{{Row|Edit}} Allows a user to modify a {{Module|BI Report}} {{Groups|Admin=1}} {{Row|View}} Allows a user to open the {{Module|BigCommerceBI Report}} {{Groups|Admin=1}}
{{AccessRightHeader|Bill of Materials}}
{{Row|Delete}} Allows a user to delete BOMs {{Groups|Warehouse=1}}
{{DropboxRights}}
{{Row|Edit}} Allows a user to modify and create BOMs {{Groups|Warehouse=1}}
{{Row|Manufacture}} Allows a user to click the Quick Build manufacture button in the {{Module|Bill of Materials}} {{Groups|Purchasing=1}}
{{Row|Edit}} Allows a user to modify and create Carriers {{Groups|Sales=1}}
{{Row|View}} Allows a user to open the {{Module|Carrier}} {{Groups|Sales=1}}
 
{{AccessRightHeader|Checkout}}
{{Row|Credit Return}} Allows a user to add credit return items in Checkout.{{Groups|Sales=1}}
{{Row|Discount}} Allows a user to add a discount item. For users without this right, an admin override dialog will be displayed {{Groups|Sales=1}}
{{Row|Drop Ship}} Allows a user to change an item type to drop ship {{Groups|Sales=1}}
{{Row|Edit Custom Fields}} Allows a user to change the custom fields on a Checkout order {{Groups|Sales=1}}
{{Row|Edit Unit and Total Price}} Allows a user to edit the price of an item. For users without this right, an admin override dialog will be displayed {{Groups|Sales=1}}
{{Row|Miscellaneous Item}} Allows a user to add a miscellaneous item {{Groups|Sales=1}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|Checkout}} {{Groups|Sales=1}}
{{Row|Pricing Rules}} Allows a user to open the pricing rule dialog. For users without this right, an admin override dialog will be displayed {{Groups|Sales=1}}
{{Row|View}} Allows a user to open the {{Module|Checkout}} {{Groups|Sales=1}}
{{Row|Void}} Allows a user to void a Checkout order {{Groups|Sales=1}}
{{AccessRightHeader|Class}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|Class}} {{Groups|Accounting=1}}
{{Row|View}} Allows a user to open the {{Module|Class}} {{Groups|Accounting=1}}
 
{{AccessRightHeader|Commerce}}
{{Row|View}} Allows a user to open the {{Module|Commerce}} {{Groups|Admin=1}}
{{AccessRightHeader|Company}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|Customer}} {{Groups|Sales=1}}
{{Row|Override Hold}} Allows a user to override a customer hold that is preventing an order from being processed {{Groups|Admin=1}}
{{Row|Pipeline Sync}} Allows a user to upload the open customer to Fishbowl Pipeline {{Groups|Sales=1}}
{{Row|Pipeline Sync All}} Allows a user to download all accounts from Fishbowl Pipeline that are set to be synchronized {{Groups|Sales=1}}
{{Row|See All Customers}} If a user does not have this access right, they will only see customers that are assigned to them and customers without a default salesperson. A customer can be assigned to a salesperson on the {{ModuleTab|Customer|Details}} {{Groups|Admin=1}}
{{Row|View}} Allows a user to open the {{Module|Customer}} {{Groups|Sales=1}}
{{Row|Wallet}} Allows a user to access the {{ModuleTab|Customer|Wallet}} {{Groups|Admin=1}}
{{AccessRightHeader|Dashboard}}
{{Row|Edit}} Allows a user to modify the Dropbox integration {{Groups|Admin=1}}
{{Row|View}} Allows a user to open the {{Module|Dropbox}} {{Groups|Admin=1}}
 
{{AccessRightHeader|eBay}}
{{Row|View}} Allows a user to open the {{Module|eBay}} {{Groups|Admin=1}}
{{AccessRightHeader|Fishbowl Anywhere}}
{{Row|ShowPartCost}} Allows a user to see part cost information in the {{Module|Inventory}} {{Groups|Purchasing=1|Receiving=1|Sales=1|Shipping=1|Warehouse=1}}
{{Row|View}} Allows a user to open the {{Module|Inventory}} {{Groups|Purchasing=1|Receiving=1|Sales=1|Shipping=1|Warehouse=1}}
 
{{AccessRightHeader|LemonStand}}
{{Row|View}} Allows a user to open the {{Module|LemonStand}} {{Groups|Admin=1}}
{{AccessRightHeader|Location}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|Location Group}} {{Groups|Admin=1}}
{{Row|View}} Allows a user to open the {{Module|Location Group}} {{Groups|Admin=1}}
 
{{AccessRightHeader|Magento}}
{{Row|View}} Allows a user to open the {{Module|Magento}} {{Groups|Admin=1}}
 
{{AccessRightHeader|Magento Cart}}
{{Row|View}} Allows a user to open the {{Module|Magento Cart}} {{Groups|Admin=1}}
{{AccessRightHeader|Manufacture Order}}
{{Row|Quick Fulfill}} Allows a user to quickly fulfill a Manufacture Order using the Quick Fulfill button {{Groups|Warehouse=1}}
{{Row|View}} Allows a user to open the {{Module|Manufacture Order}} {{Groups|Warehouse=1}}
{{Row|WO Assign Users}} Allows a user to add and modified a Work Order's modify the assigned users of a work order {{Groups|Warehouse=1}}
{{Row|WO Edit}} Allows a user to modify and create Work Orders {{Groups|Warehouse=1}}
{{Row|WO Finish}} Allows a user to finish a Work Order {{Groups|Warehouse=1}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|Purchase Order}} {{Groups|Purchasing=1|Receiving=1}}
{{Row|View}} Allows a user to open the {{Module|Purchase Order}} {{Groups|Purchasing=1|Receiving=1}}
{{Row|View The Custom Fields Tab}} Allows a user to view the {{ModuleTab|Purchase Order|Custom}} {{Groups|Purchasing=1|Receiving=1}}
{{Row|Void}} Allows a user to void a purchase order {{Groups|Purchasing=1|Receiving=1}}
{{AccessRightHeader|Receiving}}
{{DropboxRights}}
{{Row|Fulfillment}} Allows a user to fulfill an order in the {{Module|Receiving}} {{Groups|Purchasing=1|Receiving=1}}{{Row|Item Fulfillment}} Allows a user to fulfill items using the component buttons on the right side of the {{Module|Receiving}} {{Groups|Purchasing=1|Receiving=1}}{{Row|Item Receive}} Allows a user to receive items using the component buttons on the right side of the {{Module|Receiving}} {{Groups|Purchasing=1|Receiving=1}}{{Row|Item Reconcile}} Allows a user to reconcile items in using the component buttons on the right side of the {{Module|Receiving}} {{Groups|Purchasing=1|Receiving=1}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|Receiving}} {{Groups|Purchasing=1|Receiving=1}}
{{Row|Receive}} Allows a user to receive items an order in the {{Module|Receiving}} {{Groups|Purchasing=1|Receiving=1}}{{Row|Reconcile}} Allows a user to reconcile items an order in the {{Module|Receiving}} {{Groups|Purchasing=1|Receiving=1}}
{{Row|Reject}} Allows a user to reject items in the {{Module|Receiving}} {{Groups|Purchasing=1|Receiving=1}}
{{Row|View}} Allows a user to open the {{Module|Receiving}} {{Groups|Purchasing=1|Receiving=1}}
{{AccessRightHeader|RMA}}
{{Row|Delete}} Allows a user to delete RMAs {{Groups|Sales=1}}
{{DropboxRights}}
{{Row|Edit}} Allows a user to modify and create RMAs {{Groups|Sales=1}}
{{Row|Edit Custom Fields}} Allows a user to modify the custom fields of an RMA {{Groups|Sales=1}}
{{Row|Payment}} Allows a user to use the '''Payment''' button in the {{Module|Sales Order}} {{Groups|Sales=1|Shipping=1}}
{{Row|PriceOverride}} Allows a user to edit the price of an item. For users without this right, an admin override dialog can be displayed {{Groups|Sales=1|Shipping=1}}
{{Row|QuickShipQuick Fulfill}} Allows a user to use the '''Quick Fulfill''' button in the {{Module|Sales Order}} {{Groups|Sales=1|Shipping=1}}
{{Row|View}} Allows a user to open the {{Module|Sales Order}} {{Groups|Sales=1|Shipping=1}}
{{Row|Void}} Allows a user to void a Sales Order {{Groups|Sales=1|Shipping=1}} {{AccessRightHeader|SalesPoint}} {{Row|Access}} Allows a user to access SalesPoint when the user doesn't have any other SalesPoint rights {{Groups|Sales=1}}{{Row|Discount}} Allows a user to add a discount item. For users without this right, an admin override dialog will be displayed {{Groups|Sales=1}}{{Row|Drop Ship}} Allows a user to change an item type to drop ship {{Groups|Sales=1}}{{Row|Edit View The Custom FieldsTab}} Allows a user to change view the custom fields on a SalesPoint order {{GroupsModuleTab|Sales=1}}{{RowOrder|Edit Unit and Total PriceCustom}} Allows a user to edit the price of an item. For users without this right, an admin override dialog will be displayed {{Groups|Sales=1}}{{Row|Miscellaneous Item}} Allows a user to add a miscellaneous item {{Groups|Sales=1}}{{Row|Options}} Allows a user to open the {{ModuleOptions|SalesPoint}} {{Groups|Sales=1}}{{Row|Pricing Rules}} Allows a user to open the pricing rule dialog. For users without this right, an admin override dialog will be displayed {{Groups|Sales=1}}{{Row|Void}} Allows a user to void a SalesPoint order {{Groups|SalesShipping=1}}
{{AccessRightHeader|Schedule}}
{{Row|View}} Allows a user to open the {{Module|Schedule}} {{Groups|Admin=1}}
{{AccessRightHeader|SetupSettings}}{{Row|Edit Email}} Allows a user to make changes on the {{ModuleTab|SetupSettings|Email}} {{Groups|Admin=1}}{{Row|Edit FOB Point}} Allows a user to make changes on the {{ModuleTab|SetupSettings|FOB Point}} {{Groups|Admin=1}}{{Row|Edit Integrated Apps}} Allows a user to make changes on the {{ModuleTab|SetupSettings|Integrated Apps}} {{Groups|Admin=1}}{{Row|Edit Payment Methods}} Allows a user to make changes on the {{ModuleTab|SetupSettings|Payment Methods}} {{Groups|Admin=1}}{{Row|Edit Shipping Terms}} Allows a user to make changes on the {{ModuleTab|SetupSettings|Shipping Terms}} {{Groups|Admin=1}}
{{Row|Send DB}} Allows a user to send the database to Fishbowl from the [[Help|'''Help''' menu]] {{Groups|Admin=1}}
{{Row|View}} Allows a user to open the {{Module|SetupSettings}} {{Groups|Admin=1}}
{{AccessRightHeader|ShipExpress}}
{{Row|Create Carton Type}} Allows a user to save a carton dimensions on the {{ModuleOptionsTab|Shipping|Carton Types}} {{Groups|Shipping=1}}
{{DropboxRights}}
{{Row|Always Edit Address}} Allows a user to edit the shipping address on the {{ModuleTab|Shipping|General}}, regardless of shipment status {{Groups|Admin=1}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|Shipping}} {{Groups|Shipping=1}}
{{Row|Pack}} Allows a user to edit and pack shipments {{Groups|Shipping=1}}
{{AccessRightHeader|ShipStation}}
{{Row|Edit}} Allows a user to configure the {{Module|Advanced ShipStation|Setup}} {{Groups|Shipping=1}}{{Row|Options}} Allows a user to configure the module options in the {{Module|Advanced ShipStation|Browser}} {{Groups|Shipping=1}}{{Row|View}} Allows a user to open the {{Module|Advanced ShipStation}} {{Groups|Shipping=1}} {{AccessRightHeader|Shopify}} {{Row|View}} Allows a user to open the {{Module|Shopify}} {{Groups|Admin=1}} {{AccessRightHeader|SolidWorks}} {{Row|View}} Allows a user to open the {{Module|SolidWorks}} {{Groups|Admin=1}}
{{AccessRightHeader|Tax Rate}}
{{Row|View}} Allows a user to open the {{Module|Vendor}} {{Groups|Purchasing=1}}
{{AccessRightHeader|VolusionWork Order}} {{Row|ViewAssign Users}} Allows a user to open add and modify the assigned users of a work order {{ModuleGroups|VolusionWarehouse=1}} {{Row|Can Skip Steps}} Allows a user to skip steps in the '''Finish Work Order''' wizard {{Groups|AdminWarehouse=1}}{{DropboxRights}}{{AccessRightHeaderRow|Edit}} Allows a user to modify work orders {{Groups|WooCommerceWarehouse=1}} {{Row|ViewEdit Work Order Instructions}} Allows a user to open [[Work_Order#Component_buttons|modify the instructions of a work order]] {{Groups|Warehouse=1}}{{ModuleRow|WooCommerceFinish}} Allows a user to finish a work order {{Groups|AdminWarehouse=1}}{{Row|Reset Work Order}} Allows a user to [[Work_Order#Module_buttons|reset a work order]] {{Groups|Warehouse=1}}{{AccessRightHeaderRow|X-CartStart}} Allows a user to start a work order {{Groups|Warehouse=1}} {{Row|View}} Allows a user to open view the work orders that are assigned to them {{ModuleGroups|X-CartWarehouse=1}} {{Row|View All Assigned Work Orders}} Allows a user to also view work orders that are not assigned to them {{Groups|AdminWarehouse=1}}
{{AccessRightHeader|Xero Browser}}
{{Row|Options}} Allows a user to open the {{ModuleOptions|Xero Browser}} {{Groups|Admin=1}}
{{Row|View}} Allows a user to open the {{Module|Xero Browser}} {{Groups|Accounting=1}}
 
{{AccessRightHeader|Zen Cart}}
{{Row|View}} Allows a user to open the {{Module|Zen Cart}} {{Groups|Admin=1}}
|}
Access to Fishbowl Reports can be assigned on the {{ModuleTab|User Group|Report Rights}}. See [[Reports#Included reports|Included reports]] for a list and description of Fishbowl reports.

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