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}}
Line 109: Line 110:
{{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 Icon.User Group.png 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.
    Access Rights Sort.png
  • To expand all access rights, click the Expand All button.

Accounting Integration

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Export - Allows a user to export data to the accounting system ||Accounting
  • Import - Allows a user to import data from the accounting system ||Accounting
  • Integration - Allows a user to connect and disconnect an accounting integration ||Accounting
  • Mark As Posted - Allows a user to mark all pending data as posted so that nothing is exported to the accounting system ||Accounting
  • Repost - Allows a user to repost data to the accounting system ||Accounting

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
  • Delete - Allows a user to delete BOMs ||
Warehouse
  • Edit - Allows a user to modify and create BOMs ||
Warehouse Purchasing Warehouse Warehouse

Calendar

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Edit - Allows a user to modify and create Calendar events ||Accounting
Purchasing Receiving Sales Shipping Warehouse Purchasing Receiving Sales Shipping Warehouse
  • Category-Edit - Allows a user to create and modify Calendar categories by right-clicking a category in the Categories tab ||
Admin

Carrier

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Carriers ||
Sales
  • Edit - Allows a user to modify and create Carriers ||
Sales Sales

Fishbowl Checkout

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Credit Return - Allows a user to add credit return items in Fishbowl Checkout||
Sales
  • Discount - Allows a user to add a discount item. For users without this right, an admin override dialog will be displayed ||
Sales
  • Drop Ship - Allows a user to change an item type to drop ship ||
Sales
  • Edit Custom Fields - Allows a user to change the custom fields on a Fishbowl Checkout order ||
Sales
  • 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 ||
Sales
  • Miscellaneous Item - Allows a user to add a miscellaneous item ||
Sales Sales
  • Pricing Rules - Allows a user to open the pricing rule dialog. For users without this right, an admin override dialog will be displayed ||
Sales Sales
  • Void - Allows a user to void a Fishbowl Checkout order ||
Sales

Class

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Classes ||Accounting
  • Edit - Allows a user to modify and create Classes ||Accounting

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
  • Inventory - Allows a user to move, scrap, cycle, and view tracking for consignment inventory ||
Sales
  • Location - Allows a user to create new Consignment locations ||
Sales Sales Sales Sales Sales

Currency

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete currencies ||Accounting
  • Edit - Allows a user to modify and create currencies ||Accounting

Custom Field

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Custom Fields ||
Admin
  • Edit - Allows a user to modify and create Custom Fields ||
Admin Admin Admin

Customer

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin Sales Admin
  • Delete - Allows a user to delete Customers ||
Sales
  • Edit - Allows a user to modify and create Customers ||
Sales Sales
  • Override Hold - Allows a user to override a customer hold that is preventing an order from being processed ||
Admin
  • 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 Details tab of the Icon.Customer.png Customer module ||
Admin Sales

Dashboard

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin Purchasing Receiving Sales Shipping Warehouse
  • Items to be Picked - Allows a user to access the Items to be Picked gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse
  • Items to be Received - Allows a user to access the Items to be Received gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse
  • Items to be Shipped - Allows a user to access the Items to be Shipped gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse
  • Open purchase orders - Allows a user to access the Open Purchase Orders gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse
  • Open RMA Orders - Allows a user to access the Open RMA Orders gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse
  • Open Sales Orders - Allows a user to access the Open Sales Orders gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse
  • Open Transfer Orders - Allows a user to access the Open Transfer Orders gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse
  • Open Work Orders - Allows a user to access the Open Work Orders gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse
  • Quick Links - Allows a user to access the QuickLinks gadget in the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse Purchasing Receiving Sales Shipping Warehouse Purchasing Receiving Sales Shipping Warehouse
  • Website - Allows a user to add a website gadget to the Icon.Dashboard.png Dashboard module ||Accounting
Purchasing Receiving Sales Shipping Warehouse

Data

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete saved queries ||
Admin
  • Edit - Allows a user to modify saved queries ||
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
  • Delete - Allows a user to delete Discounts ||
Sales
  • Edit - Allows a user to modify and create Discounts ||
Sales Sales

File Storage

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin Admin
  • Box.com - Allows a user to access files that are stored in Box.com ||
Admin
  • Company - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Company.png Company module ||
Admin
  • Customer - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Customer.png Customer module ||
Admin
  • Dropbox - Allows a user to access files that are stored in Dropbox ||
Admin
  • Google Drive - Allows a user to access files that are stored in Google Drive ||
Admin Admin
  • OneDrive - Allows a user to access files that are stored in OneDrive ||
Admin
  • Part - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Part.png Part module ||
Admin
  • Product - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Product.png Product module ||
Admin
  • Purchase Order - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Purchase Order.png Purchase Order module ||
Admin
  • Receiving - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Receiving.png Receiving module ||
Admin
  • RMA - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.RMA.png RMA module ||
Admin
  • Sales Order - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Sales Order.png Sales Order module ||
Admin
  • Shipping - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Shipping.png Shipping module ||
Admin
  • Transfer Order - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Transfer Order.png Transfer Order module ||
Admin
  • Vendor - Allows a user to click the File Storage Button.png File Storage button at the top of the Icon.Vendor.png Vendor module ||
Admin Admin
  • WriteAccess - Allows a user to make changes in the File Storage module ||
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
  • Cycle - Allows a user to open the Cycle module of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse Warehouse
  • Move - Allows a user to open the Move module of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse
  • Pack - Allows a user to open the Pack module of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse
  • Part - Allows a user to open the Part module of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse
  • Part - Allow saving picture - Allows a user to add a part picture in the Part module of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse
  • Part - Allow saving UPC - Allows a user to add a part UPC in the Part module of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse
  • Pick - Allows a user to open the Pick module of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse Warehouse
  • Receive - Allow over receiving - Allows a user of the Fishbowl Advanced Mobile mobile app for Android and iOS to receive quantities greater than those originally on a purchase order ||
Warehouse
  • Settings - Device - Allows a user to open the Settings menu of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse
  • Ship - Allows a user to open the Ship module of the Fishbowl Advanced Mobile mobile app for Android and iOS ||
Warehouse Admin Warehouse
  • Work Order - Allow over pick - Allows a user of the Fishbowl Advanced Mobile app for Android and iOS to pick quantities greater than those originally on a work order ||
Warehouse

Fishbowl ShipExpress

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • View Rates Button - Allows a user to use the Ship Quote button in the Icon.Sales Order.png Sales Order module ||
Shipping
  • View Ship Button - Allows a user to use the Create Label button in the Icon.Shipping.png Shipping module ||
Shipping Shipping
  • View Label Button - Allows a user to use the View Label button in the Icon.Shipping.png Shipping module ||
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
  • Edit - Allows a user to modify the forecast filters ||
Admin Admin

Home

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • View - Allows a user to open the Icon.Home.png Home module ||Accounting
Purchasing Receiving Sales Shipping Warehouse

Imports / Export

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Import / Export - Allows a user to import and export data as a CSV ||
Admin

Inventory

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Add - Allows a user to adjust inventory quantities using the Add button ||
Purchasing Receiving Warehouse
  • Cycle - Allows a user to adjust inventory quantities using the Cycle button ||
Purchasing Receiving Warehouse
  • Edit - Allows a user to edit serial numbers. Inventory costs can also be modified if the user has the ShowPartCost right ||
Admin
  • Move - Allows a user to move inventory using the Move button ||
Warehouse Admin
  • Scrap - Allows a user to decrease inventory quantities using the Scrap button ||
Warehouse
  • ShowPartCost - Allows a user to see part cost information in the Icon.Inventory.png Inventory module ||
Purchasing Receiving Sales Purchasing Receiving Sales Shipping Warehouse

Location

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Locations ||
Warehouse
  • Edit - Allows a user to modify and create Locations ||
Warehouse Warehouse Warehouse

Location Group

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Location Groups ||
Admin
  • Edit - Allows a user to modify and create Location Groups ||
Admin Admin Admin

Manufacture Order

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Allow Finished Good Quantity To Exceed Original Quantity - Enables a user to change the number of finished goods to exceed the original quantity on a manufacture order ||
Warehouse
  • Auto MO - Allows a user to generate Manufacture Orders for items with low inventory levels using the Auto MO button ||
Warehouse
  • Can Always Change Custom Fields - Allows a user to change custom fields on a fulfilled Manufacture Order ||
Warehouse
  • Can Always Change Memos - Allows a user to change memos on a fulfilled Manufacture Order ||
Warehouse
  • Can Always Change Notes - Allows a user to change notes on a fulfilled Manufacture Order ||
Warehouse
  • Can Always Change WO Notes - Allows a user to change Work Order notes on a fulfilled Manufacture Order ||
Warehouse
  • Consume When Short - Allows a user to finish a Work Order, even when some of the raw goods are short ||
Warehouse
  • Cost View - Allows a user to view the projected cost of a Manufacture Order using the Calculate Cost button ||
Warehouse
  • Delete - Allows a user to delete Manufacture Orders ||
Warehouse
  • Edit - Allows a user to modify and create Manufacture Orders ||
Warehouse
  • Edit Custom Fields - Allows a user to edit the custom fields on a Manufacture Order ||
Warehouse
  • Issue - Allows a user to issue and unissue a Manufacture Order ||
Warehouse Warehouse
  • Quick Fulfill - Allows a user to quickly fulfill a Manufacture Order using the Quick Fulfill button ||
Warehouse Warehouse
  • WO Assign Users - Allows a user to add and modify the assigned users of a Work Order ||
Warehouse
  • WO Edit - Allows a user to modify and create Work Orders ||
Warehouse
  • WO Finish - Allows a user to finish a Work Order ||
Warehouse
  • WO Start - Allows a user to start a Work Order ||
Warehouse
  • WO Void - Allows a user to delete or void a Work Order ||
Warehouse

Monitor

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Monitor watches ||
Purchasing Warehouse
  • Edit - Allows a user to modify and create Monitor watches ||
Purchasing Warehouse Purchasing Warehouse Purchasing Warehouse

Part

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • ABC - Allows a user to access the Auto ABC wizard ||
Purchasing
  • Accounting - Allows a user to access the Accounts tab in the Icon.Part.png Part module ||
Purchasing Purchasing
  • Delete - Allows a user to delete Parts ||
Purchasing
  • Edit - Allows a user to modify and create Parts ||
Purchasing
  • Edit Default Locations - Allows a user to modify the default location of parts ||
Purchasing
  • Edit UOM - Allows a user to modify a part's unit of measure ||
Purchasing
  • Manufacture - Allows a user to access the Bill of Materials tab in the Icon.Part.png Part module ||
Purchasing Purchasing Purchasing
  • Show Part Cost - Allows a user to view the cost of the part ||
Purchasing
  • Vendor - Allows a user to access the Vendors tab in the Icon.Part.png Part module ||
Purchasing Purchasing

Payment Gateway

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Edit - Allows a user to modify the Payment Gateway configuration ||
Admin Admin

Payment Terms

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Payment Terms ||
Purchasing Sales
  • Edit - Allows a user to modify and create Payment Terms ||
Purchasing Sales Purchasing Sales

Payment Viewer

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete payments that have not been posted to the accounting system ||
Admin Admin Admin
  • View Credit Card Number - Allows a user to view credit card numbers if the module option for hiding credit card numbers is disabled ||
Admin

Picking

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Allow Over Picking For Work Orders - Allows a user to pick quantities greater than those originally on a work order ||
Warehouse
  • Can Always Change Memos - Allows a user to change memos on a fulfilled pick ||
Admin
  • Commit - Allows a user to commit and auto assign pick items ||
Warehouse
  • Edit - Allows a user to save, group, and edit a pick ||
Warehouse
  • Finish - Allows a user to finish a pick ||
Warehouse Warehouse
  • Start - Allows a user to start a pick ||
Warehouse Warehouse
  • Void - Allows a user to void a pick ||
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
  • Delete - Allows a user to delete Pricing Rules ||
Admin
  • Edit - Allows a user to modify and create Pricing Rules ||
Admin Admin

Product

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin Sales
  • Delete - Allows a user to delete Products ||
Sales
  • Edit - Allows a user to modify and create Products ||
Sales Sales
  • Pricing - Allows a user to edit the Product price and access the Pricing tab in the Product module ||
Sales
  • Tree - Allows a user to click the Product Tree button in the Icon.Product.png Product module ||
Sales Sales

Property

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Properties ||
Admin
  • Edit - Allows a user to modify and create Properties ||
Admin Admin

Purchase Order

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • AccessOthers - Allows a user to view purchase orders created by other users ||
Purchasing Receiving
  • Approve Orders - Allows a user to issue Pending Approval purchase orders that exceed the approval threshold ||
Admin Purchasing Receiving
  • Can Always Change Addresses - Allows a user to make changes to the addresses of a fulfilled Purchase Order ||
Admin
  • Can Always Change Custom Fields - Allows a user to change custom fields on a fulfilled Purchase Order ||
Admin
  • Can Always Change Details - Allows a user to make changes on the Details tab of a fulfilled Purchase Order ||
Admin
  • Can Always Change Memos - Allows a user to change memos on a fulfilled Purchase Order ||
Admin
  • Can Always Change Notes - Allows a user to change notes on a fulfilled Purchase Order ||
Admin
  • Close Short - Allows a user to close short purchase orders ||
Purchasing Receiving
  • Delete - Allows a user to delete purchase orders ||
Purchasing Receiving
  • Duplicate - Allows a user to duplicate purchase orders ||
Purchasing Receiving
  • Edit - Allows a user to modify and create purchase orders ||
Purchasing Receiving
  • Edit Custom Fields - Allows a user to make changes to the custom fields of a Purchase Order ||
Purchasing Receiving
  • Inventory - Allows a user to view the Inventory tab in the Purchase Order Item Details window after double-clicking an item ||
Purchasing Receiving
  • Issue - Allows a user to issue a Purchase Order ||
Purchasing Receiving Purchasing Receiving Purchasing Receiving Purchasing Receiving
  • Void - Allows a user to void a purchase order ||
Purchasing Receiving

Receiving

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Edit Receipt Item Location - Allows a user to edit the location of a receipt item in the Icon.Receiving.png Receiving module ||
Purchasing Receiving Purchasing Receiving
  • Item Fulfillment - Allows a user to fulfill items using the component buttons on the right side of the Icon.Receiving.png Receiving module ||
Purchasing Receiving
  • Item Receive - Allows a user to receive items using the component buttons on the right side of the Icon.Receiving.png Receiving module ||
Purchasing Receiving
  • Item Reconcile - Allows a user to reconcile items using the component buttons on the right side of the Icon.Receiving.png Receiving module ||
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
  • CompanyEdit - Allows a user to perform functions on reports such as duplicate, delete, save, rename, customize default filters, etc ||
Admin

RMA

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete RMAs ||
Sales
  • Edit - Allows a user to modify and create RMAs ||
Sales
  • Edit Custom Fields - Allows a user to modify the custom fields of an RMA ||
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
  • AccessOthers - Allows a user to view Sales Orders assigned to other users ||
Sales Shipping Sales Shipping
  • Apply Pricing Rules - Allows a user to apply pricing rules to the sales order ||
Sales Admin
  • Can Always Change Addresses - Allows a user to make changes on the Bill To and Ship To addresses of a fulfilled Sales Order ||
Admin
  • Can Always Change Custom Fields - Allows a user to change custom fields on a fulfilled Sales Order ||
Admin
  • Can Always Change Details - Allows a user to make changes on the Details tab of a fulfilled Sales Order ||
Admin
  • Can Always Change Memos - Allows a user to change memos on a fulfilled Sales Order ||
Admin
  • Can Always Change Notes - Allows a user to change notes on a fulfilled Sales Order ||
Admin
  • Can Expire Orders - Allows a user to right-click an order in the sales order search pane and select Expire ||
Admin
  • CloseShort - Allows a user to close short a Sales Order ||
Sales Shipping
  • Cost - Allows a user to view the raw good costs on the Summary step when adding a custom work order ||
Sales
  • Delete - Allows a user to delete a Sales Order||
Sales
  • Duplicate - Allows a user to duplicate a Sales Order||
Sales
  • Edit - Allows a user to modify and create Sales Orders ||
Sales
  • Edit Custom Fields - Allows a user to make changes to the custom fields of a Sales Order ||
Sales Shipping
  • Edit Item Description - Allows a user to modify the item description of a sales order item ||
Sales Shipping
  • Edit Payment Terms - Allows a user to modify the payment terms on a Sales Order ||
Sales
  • Edit Salesperson - Allows a user to modify the salesperson of a Sales Order ||
Sales
  • Inventory - Allows a user to access the Inventory tab when editing a sales order item ||
Sales Shipping
  • Issue - Allows a user to issue a Sales Order ||
Sales Shipping
  • Margin - Allows a user to view and edit the margin for sales order items. The Show markup and margin option must also be enabled in the Icon.Sales Order.png Sales Order module options ||
Admin
  • Markup - Allows a user to view and edit the markup for sales order items. The Show markup and margin option must also be enabled in the Icon.Sales Order.png Sales Order module options ||
Admin Sales Shipping
  • Override Discount Amount - Allows a user to override a discount amount ||
Sales Admin
  • Override Flat Tax Amount - Allows a user to override a flat tax amount ||
Sales Admin Sales Admin
  • Payment Date - Allows a user to change the Payment Date when taking a payment ||
Sales Admin
  • Payment Deposit Account - Allows a user to change the Deposit Account when taking a payment ||
Sales Admin
  • PriceOverride -Allows a user to edit the price of an item. For users without this right, an admin override dialog can be displayed ||
Sales Admin Sales Shipping
  • Refund Credit Card -Allows a user to refund a credit card ||
Sales Admin Sales Shipping Sales Shipping
  • Void/Cancel - Allows a user to void or cancel a Sales Order||
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
  • Send DB - Allows a user to send the database to Fishbowl from the Help menu ||
Admin Admin

Shipping

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Always Edit Carton Tracking Number - Allows a user to change the carton tracking number after an order has been shipped ||
Shipping Shipping Admin Shipping
  • Pack - Allows a user to edit and pack shipments ||
Shipping
  • Ship - Allows a user to ship shipments ||
Shipping Shipping
  • Void - Allows a user to void shipments ||
Shipping
  • Void Fulfilled Shipments - Allows a user to void a shipped sales order that has not been exported to the Accounting system ||
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
  • Delete - Allows a user to delete Tax Rates ||
Sales
  • Edit - Allows a user to modify and create Tax Rates ||
Sales Sales Sales

Transfer Order

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Can Always Change Custom Fields - Allows a user to modify the custom fields of a fulfilled transfer order ||
Warehouse
  • Delete - Allows a user to delete Transfer Orders ||
Warehouse
  • Edit - Allows a user to modify and create Transfer Orders ||
Warehouse
  • Edit Custom Fields - Allows a user to modify the custom fields of a transfer order ||
Warehouse
  • Issue - Allows a user to issue Transfer Orders ||
Warehouse Warehouse Warehouse

UOM

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete UOMs ||
Receiving
  • Edit - Allows a user to modify and create UOMs ||
Receiving Receiving

User

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Users ||
Admin
  • Edit - Allows a user to modify and create Users ||
Admin Admin

User Group

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete User Groups ||
Admin
  • Edit - Allows a user to modify and create User Groups ||
Admin Admin

Vendor

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Delete - Allows a user to delete Vendors ||
Purchasing
  • Edit - Allows a user to modify and create Vendors ||
Purchasing Purchasing
  • Override Minimum Order Amount - Allows a user to process a Purchase Order that is below the vendor's minimum order amount ||
Admin Purchasing

Work Order

User Right Description Accounting Purchasing Receiving Sales Shipping Warehouse Admin
  • Allow Finished Good Quantity To Exceed Original Quantity - Enables a user to change the number of finished goods to exceed the original quantity on a work order ||
Warehouse
  • Assign Users - Allows a user to add and modify the assigned users of a work order ||
Warehouse
  • Can Skip Steps - Allows a user to skip steps in the Finish Work Order wizard ||
Warehouse
  • Edit - Allows a user to modify work orders ||
Warehouse Warehouse
  • Finish - Allows a user to finish a work order ||
Warehouse Warehouse
  • Start - Allows a user to start a work order ||
Warehouse
  • View - Allows a user to view the work orders that are assigned to them ||
Warehouse
  • View All Assigned Work Orders - Allows a user to also view work orders that are not assigned to them ||
Warehouse

Access to Fishbowl Reports can be assigned on the Report Rights tab of the Icon.User Group.png User Group module. See Included reports for a list and description of Fishbowl reports.