Setting Employee Restrictions

In the Employee Restrictions field, you can restrict this role's access to transaction, customer, and employee records, based on values in the employee, sales rep, and supervisor fields on these records. The restrictions set here may also limit the values that users logged in with this role can assign to these fields on records. These restrictions do not affect access to contact records.

Important:

These restrictions can also be used to restrict access to custom records, based on values in an Employee list/record custom field, if the Apply Role Restrictions box is checked for the field. See Applying Role-Based Restrictions to Custom Records.

Check the Allow Viewing box to allow users logged in with this role to see, but not edit, data for employees to which the role does not have access. Note that this setting does not allow viewing of employee payroll or commissions data. Also, users cannot view non-subordinate employee records other than their own record when the Employee Restrictions field is set to own and subordinates only.

Check the Do Not Restrict Employee Fields box to allow users with this role to select any employee in employee fields. For example, a sales manager could select any sales rep in the Sales Rep field on a customer record even if that sales rep is part of another team.

Check the Restrict Time and Expenses box to restrict the time and expenses employees with this role can enter, edit, and view when you add the Track Time and Expense Report permissions. Employees with this role will not be able to enter or edit expense reports or time transactions on behalf of other employees. Employees with this role will be able to view expense reports and time transactions for their subordinates. Reports and searches will only return time or expense transactions entered by the employee or their subordinates. Class, department, location, and subsidiary restrictions will not be applied for expense and time transactions.

Note:

Clearing the Restrict Time and Expenses box enables this role to enter, edit, and approve time transactions and expense reports for all other employees when you add the Track Time and Expense Report permissions.

If you have set restrictions in the Employee Restrictions field, check the Sales Role box if employees using this role should be restricted based on the Sales Rep field on records and transactions.

If you use the Customer Service and Support feature and have set restrictions in the Employee Restrictions field, check the Support Role box if employees using this role should be restricted based on the Assigned To field on cases.

If you use the Partner Relationship Management feature and have set restrictions in the Employee Restrictions field, check the Partner Role box to restrict partners to records and transactions based on the Partner field.

Related Topics

Customizing or Creating NetSuite Roles
Customizing and Creating Roles
Assigning Core Administration Permissions
Administrator – No HR/Employee Access SuiteApp
Restricting Role Access to Accounting Books
Restricting Role Access to Subsidiaries (OneWorld Only)
Setting Department, Class, and Location Restrictions
Setting a Role as Issue Role for Issue Management
Setting a Role as Web Services Only Role
Setting a Role as Single Sign-On Only Role
Restricting a Role by Device ID
Restricting a Role by IP Address
Setting Two-Factor Authentication Requirements
Setting Permissions
Setting Default and Restricted Forms
Setting Search Defaults for a Role
Setting Preferences for the Role
Translating Custom Role Names
Selecting a Dashboard for a Role

General Notices