Customizing Support Rep Roles for NetSuite OneWorld

You can specify that support reps see only those cases in their subsidiaries. Go to Setup > Support > Preferences > Support Preferences. Check the Restrict Cases Based on Subsidiaries box.

Then, customize the support rep role and select the subsidiaries the rep is responsible for. If you do not select subsidiaries on the role, any support rep assigned that role is restricted to the subsidiary on the reps’ employee record.

For more information on customizing roles, see Customizing or Creating NetSuite Roles.

Related Topics

Setting Company-Level Support Preferences
Setting Subsidiary-Level Support Preferences
Setting Up Case Forms for NetSuite OneWorld
Setting Up Online Case Forms for NetSuite OneWorld
Creating Case Rules and Territories Based on Subsidiary
Setting Up Your Mail Server for Email Case Capture in NetSuite OneWorld
Setting Up Customer Support in NetSuite OneWorld

General Notices