The User Group module, located in the Setup group, allows each company to customize access rights by limiting the features, reports, and information users have access to. Users can be assigned to one or more groups, meaning a user will have access to the combined rights of all the groups they belong to. Fishbowl includes example user groups, but every company is different, so carefully review the access rights and make changes where necessary.
Contents
Create a new user group
Follow the steps below to create a user group.
- Open the
User Group module and click the 
New button in the module toolbar.
- On the General tab, enter a Group Name.
- Double-click any user to add or remove them from the group.
- Click the Save button on the module toolbar.
Assign access rights
Fishbowl utilizes access rights to limit the modules and functions that a user has access to. Users will only see the icons for the modules they have rights to access. Access rights are set at the User Group level, meaning a user's rights are determined by which user groups the user is a member of. Follow the steps below to assign access rights.
- Open the User Group module located in the Setup module group.
- Open an existing user group or create a new user group.
- Users can be assigned to the group on the General tab of the
User module. The User module can also be used to edit a user's groups. - Click the Rights tab. Each section can be expanded by clicking +.
- Click the checkbox in the Value column to change access to any right.
- Click the Save button.
Access to Fishbowl reports can be assigned on the Report Rights tab in the User Group module. See Included reports for a list and description of Fishbowl reports.
List of access rights
See Access Rights for a list and description of all user access rights in Fishbowl.
Admin only rights
Nearly all rights can be granted through access rights. However, the following functions can only be performed by the admin user.
- Change a part's unit of measure
- Run the Part Cost import
- Mark a UOM as Read Only
- Close QuickBooks from the
Accounting Integration module when the connection fails
Assign users to a group
Follow the steps below to assign users to a group.
- Double-click a user group in the search panel.
- On the General tab, double-click any user to add or remove them from the group. The blue arrow buttons can also be used to add or remove the highlighted user. The double blue arrows will add or remove all users from the group.
- Click the Save button on the module toolbar.
TABS
The General tab provides the ability to rename a group and assign users to a group.
The Rights tab provides the ability to assign access rights. For a complete list of access rights, see Access Rights.
Users can view and edit the BI Reports that are selected on the BI Reports tab of their user groups.
Users can view the Reports that are selected on the Report Rights tab of their user groups.
The Memo tab allows for memos to be created, saved, and viewed at any time. Memos may be printed by selecting the Print Memo icon. They may also be created, edited, or deleted by using the corresponding icons located on the component toolbar.
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