Access Rights: Difference between revisions
From Fishbowl Advanced
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.) |
m (I changed a few instances of "sales order" to "Sales Order," and I removed three periods under Sales Order.) |
||
| Line 404: | Line 404: | ||
{{Row|CloseShort}} Allows a user to close short a Sales Order {{Groups|Sales=1|Shipping=1}} | {{Row|CloseShort}} Allows a user to close short a Sales Order {{Groups|Sales=1|Shipping=1}} | ||
{{Row|Cost}} Allows a user to view the raw good costs on the '''Summary''' step when adding a [[Sales_Order#Item_types|custom work order]] {{Groups|Sales=1}} | {{Row|Cost}} Allows a user to view the raw good costs on the '''Summary''' step when adding a [[Sales_Order#Item_types|custom work order]] {{Groups|Sales=1}} | ||
{{Row|Delete}} Allows a user to delete a | {{Row|Delete}} Allows a user to delete a Sales Order{{Groups|Sales=1}} | ||
{{Row|Duplicate}} Allows a user to duplicate a | {{Row|Duplicate}} Allows a user to duplicate a Sales Order{{Groups|Sales=1}} | ||
{{Row|Edit}} Allows a user to modify and create Sales Orders {{Groups|Sales=1}} | {{Row|Edit}} Allows a user to modify and create Sales Orders {{Groups|Sales=1}} | ||
{{Row|Edit Custom Fields}} Allows a user to make changes to the custom fields of a Sales Order {{Groups|Sales=1|Shipping=1}} | {{Row|Edit Custom Fields}} Allows a user to make changes to the custom fields of a Sales Order {{Groups|Sales=1|Shipping=1}} | ||
{{Row|Edit Item Description}} Allows a user to modify the item description of a sales order item {{Groups|Sales=1|Shipping=1}} | {{Row|Edit Item Description}} Allows a user to modify the item description of a sales order item {{Groups|Sales=1|Shipping=1}} | ||
{{Row|Edit Payment Terms}} Allows a user to modify the payment terms on a | {{Row|Edit Payment Terms}} Allows a user to modify the payment terms on a Sales Order {{Groups|Sales=1}} | ||
{{Row|Edit Salesperson}} Allows a user to modify the salesperson of a | {{Row|Edit Salesperson}} Allows a user to modify the salesperson of a Sales Order {{Groups|Sales=1}} | ||
{{Row|Inventory}} Allows a user to access the Inventory tab when editing a sales order item {{Groups|Sales=1|Shipping=1}} | {{Row|Inventory}} Allows a user to access the Inventory tab when editing a sales order item {{Groups|Sales=1|Shipping=1}} | ||
{{Row|Issue}} Allows a user to issue a Sales Order {{Groups|Sales=1|Shipping=1}} | {{Row|Issue}} Allows a user to issue a Sales Order {{Groups|Sales=1|Shipping=1}} | ||
| Line 421: | Line 421: | ||
{{Row|Payment Date}} Allows a user to change the '''Payment Date''' when taking a payment {{Groups|Sales=1|Admin=1}} | {{Row|Payment Date}} Allows a user to change the '''Payment Date''' when taking a payment {{Groups|Sales=1|Admin=1}} | ||
{{Row|Payment Deposit Account}} Allows a user to change the '''Deposit Account''' when taking a payment {{Groups|Sales=1|Admin=1}} | {{Row|Payment Deposit Account}} Allows a user to change the '''Deposit Account''' when taking a payment {{Groups|Sales=1|Admin=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|Admin=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|Admin=1}} | ||
{{Row|Quick Fulfill}} Allows a user to use the '''Quick Fulfill''' button in the {{Module|Sales Order}} {{Groups|Sales=1|Shipping=1}} | {{Row|Quick Fulfill}}Allows a user to use the '''Quick Fulfill''' button in the {{Module|Sales Order}} {{Groups|Sales=1|Shipping=1}} | ||
{{Row|Refund Credit Card}} Allows a user to refund a credit card {{Groups|Sales=1|Admin=1}} | {{Row|Refund Credit Card}}Allows a user to refund a credit card {{Groups|Sales=1|Admin=1}} | ||
{{Row|View}} Allows a user to open 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|View | {{Row|View the Custom Fields Tab}} Allows a user to view the {{ModuleTab|Sales Order|Custom}} {{Groups|Sales=1|Shipping=1}} | ||
{{Row|Void/Cancel}} Allows a user to void or cancel a | {{Row|Void/Cancel}} Allows a user to void or cancel a Sales Order{{Groups|Sales=1|Shipping=1}} | ||
|} | |} | ||
Revision as of 08:51, 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.