Accessing the User Group Module

The User Group module lets you set up different user groups for Fishbowl users to be listed under. These groups have certain restrictions placed on them so that no one, except an administrator, needs to have access to every module and feature within Fishbowl.

User Group Examples

When you open the User Group module, you’ll find a number of examples of user groups you might want to use or modify:

• Accounting
• Purchasing
• Receiving
• Reports
• Sales
• Shipping
• Warehouse

These are nice and concise. But, of course, you may want to add a few others, depending on what your business wants to focus on:

• Manufacturing
• Scheduling
• Supply Chain
• Returns
• Pricing
• Consignment

Creating New User Groups

Each user group contains a number of access rights to different modules and functionality within those modules. To create a new user group, simply click the New button up top in the module and then do the following things:

• Type the user group’s name.
• Add users to the group from the available options.
• Click the Rights tab and add access rights associated with this group.
• Click the Report Rights tab and add access rights to reports, if necessary.
• Write any notes you want about the group in the Memo tab.
• Click the Save button.

Access Rights

The Rights tab is arguably the most important part of this module. It allows you to check or uncheck boxes next to features in every single Fishbowl module. These allow you to edit, delete, view, create, start, finish, void, manufacture, move, scrap, import, and export various items and data. The Report Rights tab is almost as important, as it allows users to drill into the data more with the help of detailed reports. Click this link to see the complete list of access rights you can assign in Fishbowl. This granular approach to assigning user rights helps you protect your data in Fishbowl by only allowing authorized people access to specific information. Also, users won’t be overwhelmed by all of the module options available to them. They’ll only be able to open modules and perform functions that are relevant to their jobs. Next week we’ll finish up the Setup module group with a visit to the Setup module, appropriately enough.