Permissions

• The Permissions module is found under the Setup module group in the side nav of Fishbowl Drive.
• The Permissions module allows permission groups to be created to quickly give a user a set of permissions.
• To create a new permission group, click the New button. Each existing permission group is displayed in the search area on the left.
• The full checkbox indicates that all of the permissions in that section are enabled.
• The partial checkbox indicates that some of the permissions in that section are enabled.

Main section

The main section of the Permissions module has information about each permission group you have created. This information is found under the following column headers:

• Name - The name of each permission group. Administrator will be there automatically, and it will apply to all Admin users. It has access to all features in Fishbowl Drive, and it can’t be changed, though users can be added to it. All other permission groups can be modified by clicking their line item.
• Users - The number of users that are in each permission group and have access to its features.
• Date Created - The month, day, and year (MM/DD/YYYY) that each permission group was created.

Action bar

The action bar in the main section of the Permissions module contains two buttons:

• More - Click Change Dates to bring up two options you can change the date in the header to:
  • Date Created - A permanent marker that denotes when a permission group was first saved and added to the system.
  • Date Last Modified - A changeable marker that denotes the most-recent date that a permission group was edited by a user.
• ADD NEW - Launch the New Permission Group page to create a new one.

NOTE: You can’t delete a permission group from the main section of the Permissions module. You can only do that by opening a permission group and then clicking the DELETE button in its action bar.

How to create a permission group

Click the ADD NEW button in the action bar to create a new permission group that you can add users to.

There are two tabs on the New Permission Group page:

• Group - Enter a name for the permission group, and add users to it.
• Permissions - Assign access rights to the permission group.

Group tab

In the Group tab, there is a single required field to fill out:

• Name* - The identifying name of the permission group. It can be anything, such as the name of the department it applies to (e.g., Sales, Accounting, Warehouse) or the modules it includes (e.g., Customers, Dashboard, Inventory, Items, Shipping, etc.)

The Users section is under the Name field. This enables you to add users to the permission group. They can only be added one at a time. You can find a user by either typing their name into the search bar to narrow down the results, or by clicking the search bar, scrolling down through the list of users, and clicking the one you want.

When you have selected a user, click the blue ADD button to the right of the search bar. Then they will be added to the list below. Each user’s name and email address will appear in the list.

Only existing users can be added to a permission group. You can’t add new users from here. That can only be done from the Users module.

Permissions tab

In the Permissions tab, you choose all of the access rights that users in the permission group will have. For example, you can click the checkbox next to a module group, such as General or Sales, to give users access to every feature within all of the modules under it. Or you can get more specific and only assign access rights to specific modules or features within those modules.

Here are all of the clickable access rights you can select in the Permissions tab:

• General - Selects every feature in the Dashboard module, Integrations module, and Accounting modules.
  • Dashboard - Makes the Dashboard module visible.
    • View
  • Integrations - Makes all integrations in the Integrations module visible and editable.
    • E-Commerce
    • Shipping
    • Payments
  • Accounting - Enables the viewing and editing of accounting classes and either your QuickBooks Online or Xero account.
    • View
    • Edit
• Materials - Selects every feature in the Items module and Inventory module.
  • Items - Selects every feature in the Items module.
    • Create
    • Edit
    • View
    • Delete
    • Default Locations
    • Reorder Points
    • Vendor Items
    • Modify UOM/Conversions
    • Costing
    • Update Average Cost
  • Inventory - Selects every feature in the Inventory module.
    • Edit
    • View
    • Cycle
    • Move
    • Remove
    • Add
    • Costing
• Sales - Selects every feature in the Customers module, Pricing Rules module, Sales Orders module, Picking module, and Shipping module.
  • Customers - Selects every feature in the Customers module.
    • Create
    • Edit
    • View
    • Delete
  • Pricing Rules - Selects every feature in the Pricing Rules module.
    • Create
    • Edit
    • View
    • Delete
  • Sales Orders - Selects every feature in the Sales Orders module.
    • Create
    • Edit
    • View
    • Delete
    • Issue
    • Payment
    • Override Price
  • Picking - Selects every feature in the Picking module.
    • View
    • Edit
    • Finish
    • Commit
  • Shipping - Selects every feature in the Shipping module.
    • View
    • Edit
    • Pack
    • Ship
• Purchasing - Selects every feature in the Vendors module, Purchase Orders module, and Receiving module.
  • Vendors - Selects every feature in the Vendors module.
    • Create
    • Edit
    • View
    • Delete
    • Override Vendor Minimum
  • Purchase Orders - Selects every feature in the Purchase Orders module.
    • Create
    • Edit
    • View
    • Delete
    • Issue
    • Payment
    • Override Cost
  • Receiving - Selects every feature in the Receiving module.
    • View
    • Edit
    • Reject
    • Reconcile
    • Receive
    • Fulfill
    • Modify Receipt Item Location
    • Item Reject
    • Item Receive
    • Item Fulfill
• Setup - Selects every feature in nearly every module in the Setup module group.
  • UOMs - Selects every feature in the UOMs module.
    • View
    • Edit
    • Create
    • Delete
  • Locations - Selects every feature in the Locations module.
    • View
    • Edit
    • Create
    • Delete
  • Users - Selects every feature in the Users module.
    • View
    • Edit
    • Create
    • Delete
  • Permission Groups - Selects every feature in the Permissions module.
    • View
    • Edit
    • Create
    • Delete
  • Payment Terms - Selects every feature in the Payment Terms module.
    • View
    • Edit
    • Create
    • Delete
  • Representatives - Selects every feature in the Representatives module.
    • View
    • Edit
    • Create
    • Delete
  • Tax Rates - Selects every feature in the Tax Rates module.
    • View
    • Edit
    • Create
    • Delete
  • Carriers - Selects every feature in the Carriers module.
    • View
    • Edit
    • Create
    • Delete
  • Currency - Selects every feature in the Currency module.
    • View
    • Edit
    • Create
    • Delete
• Settings - Selects every feature/section in the Settings module.
  • Sales Order - Makes the Sales Order section of the Settings module both visible and editable.
    • View
    • Edit
  • Purchase Order - Makes the Purchase Order section of the Settings module both visible and editable.
    • View
    • Edit
  • Emailing - Makes the Send email when purchase order is issued feature in the Purchase Order section of the Settings module both visible and clickable.
    • View
    • Edit
  • Picking - Makes the Picking section of the Settings module both visible and editable.
    • View
    • Edit
  • Shipping - Makes the Shipping section of the Settings module both visible and editable.
    • View
    • Edit
  • Account Mapping - Makes the Account Mapping section of the Settings module both visible and editable.
    • View
    • Edit
  • Company - Makes the Company section of the Settings module both visible and editable.
    • View
    • Edit
  • Tracking - Makes the Tracking section of the Settings module both visible and editable.
    • View
    • Edit
  • Multicurrency - Makes the Use Multicurrency feature in the Company section of the Settings module both visible and clickable.
    • View
    • Edit
• Reports - Selects every report in the Reports module to be visible and editable.
  • Inventory On Hand - This report appears in the Inventory module and Items module.
  • Sales Order - This report appears in the Sales Orders module.
  • Cycle Count - This report appears in the Inventory module.
  • Customer History - This report appears in the Customers module.
  • Inventory Valuation Summary - This report appears in the Inventory module.
  • Item Price List - This report appears in the Items module.
  • Pick - This report appears in the Picking module.
  • Purchase Order - This report appears in the Purchase Orders module.
  • Packing List - This report appears in the Shipping module.
  • Shipping Invoice - This report appears in the Shipping module.
  • Receiving List - This report appears in the Customers module.
  • Total Item Sales - This report appears in the Items module.
  • Reorder - This report appears in the Inventory module.

NOTE: The following reports are not currently on the list of individual access rights: Barcode, Inventory Event History, Item Barcode Label, Item Barcode One Off, Location Barcode, Margin, On Hand By Expiration, Purchase Order Summary, and Sales Order Summary. These can be accessed by clicking the main Reports checkbox. This enables all reports to be accessed by users in the permission group, even though they are not listed individually.

Permission group action bar

Before you leave a new permission group, you will want to save it. You can do this by using the buttons in the action bar. The following buttons are in the action bar of a permission group:

• SAVE - This saves the permission group to the system and lets you continue working on it.
• SAVE AND CLOSE - This saves the permission group to the system and returns you to the main section of the Permissions module where you will see all of your saved permission groups.
• DELETE - This opens a popup for you to delete the permission group (after it’s been saved) by clicking the red DELETE button on the bottom-right of the popup.
• X - This closes the permission group without saving it. If there are unsaved changes, a message will ask if you want to save before closing.