Creating or Customizing Roles for SuiteApprovals

By default, the following roles are given full permissions to the SuiteApprovals SuiteApp:

• Accountant

• Accounting Manager

• Administrators

Note:

The Administrator role is not available for selection in approval matrices.

Important:

If you are using the Engineering Change Order feature of the Supply Chain Management SuiteApp, prebuilt Engineering Change Order custom forms and records are enabled for a different set of roles. Additional permissions for nondefault roles and script deployments are also required. To view the roles list, additional permissions for custom roles, and script deployment instructions, see Deploying the Required Script and Roles and Permissions for Engineering Change Order.

Other roles for SuiteApprovals need additional permissions to use the SuiteApp. The following table outlines the permissions required to use SuiteApprovals. For information about customizing roles, see Customizing or Creating NetSuite Roles.

Subtab	Permissions	Level	Description
Custom Record	Approval Rule	Full	Enables users to set up approval rules.
	Approval Matrix	Full
	Mapping Setup	Full
Lists	Employees	Edit	Enables users to set up approval information and delegation.
	Departments	Full	Enables users to set up roles, departments, or groups.
	CRM Groups	Full
Setup	Bulk Manage Roles	Full
Custom Record	Department Approver	Full	Enables users to set up department approvers.
Lists	Custom Record Entries	Full
	Departments	Full
	Subsidiaries	Full
	Employees	Full

After you have customized a role to access SuiteApprovals lists and records, you must complete the following requirements for all users and approvers:

• Assign the Employee Center role to approvers. For more information about assigning roles, see Assigning Roles to an Employee.

• Set the corresponding employee limits for each record creator or submitter. For more information about setting approval limits, see Supervisors, Approvers, and Approval Limits.

• Keep email addresses up to date to be sure that users and approvers receive the notifications.

Additionally, an Administrator role must add the new custom roles to the corresponding script deployments:

• SAS Approval Delegation SU – Enables access to approval rule delegation.

• SAS Approval Rule Assistant – Enables access to approval rule assistant.

• SAS Approval Rule List SU – Enables access to approval rule list.

• SAS Approval Rule SU – Enables access to approval rule records.

To add access to these scripts for a custom role:

1. Go to Customization > Scripting > Script Deployments.

2. Click Edit next to the script deployment that you want to update.

3. On the Audience subtab, in the Roles field, select the roles you want to have access to the records used by this script deployment.

   You can select multiple roles by holding down the Ctrl button while selecting each role.

4. For SAS Approval Rule SU, SAS Approval Rule List SU, SAS Approval Rule Assistant: In the Execute as Role field, select Administrator.

5. (Optional) For Approval Rule List SU: Under the Links subtab, add a menu link for the center of the custom role.

6. When you have finished, click Save.

Related Topics

Setting Up SuiteApprovals

Guidelines for SuiteApprovals Scripts

Setting Up Script Deployment for Record Types

Enabling Draft Status for Record Types

Setting Employee Approval Information

Setting Approvers' Access to Subsidiaries for SuiteApprovals

Setting Up Access to Vendor Bills from the Employee Center

Setting Up Approvers

General Notices