Access Rights: Difference between revisions
From Fishbowl Advanced
m (I removed a period from the description of Send Message under Dashboard.) |
m (I changed "work order" to Work Order" three times under Manufacture Order to make them match other instances of Work Order.) |
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{{Row|Can Always Change Notes}} Allows a user to change notes on a fulfilled Manufacture Order {{Groups|Warehouse=1}} | {{Row|Can Always Change Notes}} Allows a user to change notes on a fulfilled Manufacture Order {{Groups|Warehouse=1}} | ||
{{Row|Can Always Change WO Notes}} Allows a user to change Work Order notes on a fulfilled Manufacture Order {{Groups|Warehouse=1}} | {{Row|Can Always Change WO Notes}} Allows a user to change Work Order notes on a fulfilled Manufacture Order {{Groups|Warehouse=1}} | ||
{{Row|Consume When Short}} Allows a user to finish a | {{Row|Consume When Short}} Allows a user to finish a Work Order, even when some of the raw goods are short {{Groups|Warehouse=1}} | ||
{{Row|Cost View}} Allows a user to view the projected cost of a Manufacture Order using the Calculate Cost button {{Groups|Warehouse=1}} | {{Row|Cost View}} Allows a user to view the projected cost of a Manufacture Order using the Calculate Cost button {{Groups|Warehouse=1}} | ||
{{Row|Delete}} Allows a user to delete Manufacture Orders {{Groups|Warehouse=1}} | {{Row|Delete}} Allows a user to delete Manufacture Orders {{Groups|Warehouse=1}} | ||
| Line 253: | Line 253: | ||
{{Row|Quick Fulfill}} Allows a user to quickly fulfill a Manufacture Order using the Quick Fulfill button {{Groups|Warehouse=1}} | {{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|View}} Allows a user to open the {{Module|Manufacture Order}} {{Groups|Warehouse=1}} | ||
{{Row|WO Assign Users}} Allows a user to add and modify the assigned users of a | {{Row|WO Assign Users}} Allows a user to add and 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 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|WO Finish}} Allows a user to finish a Work Order {{Groups|Warehouse=1}} | ||
Revision as of 08:01, 2 March 2023
Access rights are assigned in the
User Group module. 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.

- To expand all access rights, click the Expand All button.
Accounting Integration
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
|
|
|
|
|
|---|
Avalara
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin |
|---|
BI Editor
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin |
|---|
BI Report
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin |
|---|
Bill of Materials
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Warehouse |
|
Warehouse |
|
Purchasing |
|
Warehouse |
|
Warehouse |
|---|
Calendar
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Admin |
|---|
Carrier
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales |
|
Sales |
|
Sales |
|---|
Fishbowl Checkout
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|---|
Class
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
|
|
|
|---|
Company
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin |
|---|
Consignment
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|---|
Currency
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
|
|
|---|
Custom Field
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin
|
Admin |
|---|
Customer
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Admin
|
Admin
|
Sales |
|
Admin |
|---|
Dashboard
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|---|
Data
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin |
|---|
Data Import
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin |
|---|
Discount
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales |
|
Sales |
|
Sales |
|---|
Drive
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin |
|---|
Fishbowl Anywhere
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin |
|---|
Fishbowl Advanced Mobile
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse | Warehouse | Warehouse |
|
Warehouse |
|
Admin
|
Warehouse | Warehouse |
|---|
Fishbowl ShipExpress
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Shipping |
|
Shipping |
|
Shipping |
|
Shipping |
|---|
Fishbowl Time
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Warehouse |
|
Warehouse |
|---|
Forecast
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin |
|---|
Home
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|---|
Imports / Export
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin |
|---|
Inventory
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing | Receiving | Warehouse |
|
Purchasing | Receiving | Warehouse |
|
Admin
|
Warehouse |
|
Admin
|
Warehouse |
|
Purchasing | Receiving | Sales |
|
Purchasing | Receiving | Sales | Shipping | Warehouse |
|---|
Location
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|---|
Location Group
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin
|
Admin |
|---|
Manufacture Order
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|---|
Monitor
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing | Warehouse |
|
Purchasing | Warehouse |
|
Purchasing | Warehouse |
|
Purchasing | Warehouse |
|---|
Part
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Purchasing |
|---|
Payment Gateway
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin |
|---|
Payment Terms
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing | Sales |
|
Purchasing | Sales |
|
Purchasing | Sales |
|---|
Payment Viewer
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin
|
|---|
Picking
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Warehouse |
|
Admin
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|---|
Plugin
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin |
|---|
Pricing Rule
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin |
|---|
Product
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|---|
Property
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin |
|---|
Purchase Order
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing | Receiving |
|
Admin
|
Purchasing | Receiving |
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|---|
Receiving
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|
Purchasing | Receiving |
|---|
Reports
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin |
|---|
RMA
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|---|
Sales Data
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin |
|---|
Sales Order
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales | Shipping |
|
Sales | Shipping |
|
Sales | Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Sales | Shipping |
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|
Sales | Shipping |
|
Sales | Shipping |
|
Sales |
|
Sales |
|
Sales | Shipping |
|
Sales | Shipping |
|
Admin
|
Admin
|
Sales | Shipping |
|
Sales | Admin
|
Sales | Admin
|
Sales | Admin
|
Sales | Admin
|
Sales | Admin
|
Sales | Admin
|
Sales | Shipping |
|
Sales | Admin
|
Sales | Shipping |
|
Sales | Shipping |
|
Sales | Shipping |
|---|
Schedule
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin
|
Admin |
|---|
Settings
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin
|
Admin |
|---|
Shipping
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Shipping |
|
Shipping |
|
Admin
|
Shipping |
|
Shipping |
|
Shipping |
|
Shipping |
|
Shipping |
|
Shipping |
|---|
ShipStation
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Shipping |
|
Shipping |
|
Shipping |
|---|
Tax Rate
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Sales |
|
Sales |
|
Sales |
|
Sales |
|---|
Transfer Order
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|---|
UOM
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Receiving |
|
Receiving |
|
Receiving |
|---|
User
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin |
|---|
User Group
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Admin
|
Admin
|
Admin |
|---|
Vendor
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Purchasing |
|
Purchasing |
|
Purchasing |
|
Admin
|
Purchasing |
|---|
Work Order
| User Right | Description | Accounting | Purchasing | Receiving | Sales | Shipping | Warehouse | Admin
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|
Warehouse |
|---|
Access to Fishbowl Reports can be assigned on the Report Rights tab of the
User Group module. See Included reports for a list and description of Fishbowl reports.