Access Rights: Difference between revisions
From Fishbowl Advanced
m (I changed "Wallet" to "Card on File," and I changed its position to match the way it looks in the Fishbowl Client.) |
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{{AccessRightHeader|Customer}} | {{AccessRightHeader|Customer}} | ||
{{Row|Accounting}} Allows a user to view the [[Customer#Module_buttons|'''Check Balance''' button]] {{Groups|Sales=1}} | {{Row|Accounting}} Allows a user to view the [[Customer#Module_buttons|'''Check Balance''' button]] {{Groups|Sales=1}} | ||
{{Row|Card on File}} Allows a user to access the {{ModuleTab|Customer|Card on File}} {{Groups|Admin=1}}{{Row|Delete}} Allows a user to delete Customers {{Groups|Sales=1}} | {{Row|Card on File}} Allows a user to access the {{ModuleTab|Customer|Card on File}} {{Groups|Admin=1}} | ||
{{Row|Delete}} Allows a user to delete Customers {{Groups|Sales=1}} | |||
{{Row|Edit}} Allows a user to modify and create Customers {{Groups|Sales=1}} | {{Row|Edit}} Allows a user to modify and create Customers {{Groups|Sales=1}} | ||
{{Row|Options}} Allows a user to open the {{ModuleOptions|Customer}} {{Groups|Sales=1}} | {{Row|Options}} Allows a user to open the {{ModuleOptions|Customer}} {{Groups|Sales=1}} | ||
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{{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|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|View}} Allows a user to open the {{Module|Customer}} {{Groups|Sales=1}} | ||
|} | |} | ||
Revision as of 07:50, 10 July 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 |
|
Admin
|
Sales |
|
Sales |
|
Sales |
|
Admin
|
Admin
|
Sales |
|---|
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 |
|---|
File Storage
| 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 |
|
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 |
|
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.