Access Rights: Difference between revisions
From Fishbowl Advanced
m (I added "the" in front of "Product module" under Product.) |
m (I made "Details" bold in "Details tab" to match "Inventory tab" and "Custom tab" below. I'm not totally satisfied, though, because there are a lot of instances of the word before "tab" not being bold. But I haven't been changing those up to this point. Argh. It's probably fine. I love consistency, but I don't think this is the most important thing to be consistent on.) |
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{{Row|Can Always Change Addresses}} Allows a user to make changes to the addresses of a fulfilled Purchase Order {{Groups|Admin=1}} | {{Row|Can Always Change Addresses}} Allows a user to make changes to the addresses of a fulfilled Purchase Order {{Groups|Admin=1}} | ||
{{Row|Can Always Change Custom Fields}} Allows a user to change custom fields on a fulfilled Purchase Order {{Groups|Admin=1}} | {{Row|Can Always Change Custom Fields}} Allows a user to change custom fields on a fulfilled Purchase Order {{Groups|Admin=1}} | ||
{{Row|Can Always Change Details}} Allows a user to make changes on the Details tab of a fulfilled Purchase Order {{Groups|Admin=1}} | {{Row|Can Always Change Details}} Allows a user to make changes on the '''Details''' tab of a fulfilled Purchase Order {{Groups|Admin=1}} | ||
{{Row|Can Always Change Memos}} Allows a user to change memos on a fulfilled Purchase Order {{Groups|Admin=1}} | {{Row|Can Always Change Memos}} Allows a user to change memos on a fulfilled Purchase Order {{Groups|Admin=1}} | ||
{{Row|Can Always Change Notes}} Allows a user to change notes on a fulfilled Purchase Order {{Groups|Admin=1}} | {{Row|Can Always Change Notes}} Allows a user to change notes on a fulfilled Purchase Order {{Groups|Admin=1}} | ||
Revision as of 08:32, 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
|
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.