Customizing and Creating Roles

The following procedure describes how to customize or create a role.

To begin customizing or creating a role:

  1. To customize a standard role, go to Setup > Users/Roles > Manage Roles, and on the Manage Roles page, click Customize next to a standard role. This type of custom role inherits all of the standard role's permissions to start; you can make changes as necessary.

  2. To create a new role that does not start with a list of associated permissions, go to Setup > Users/ Roles > Manage Roles > New.

Entering Basic Role Information

  1. In the Name field, enter a name for this custom role.

    This name should be easy for you to recognize when assigning it to users.

  2. If you use scripting, you can optionally enter an ID used for this role in scripts.

  3. If you are creating a new role, select the center type to base the role on. The center type sets default permissions and access levels that you can customize below. (If you are customizing a standard role, the center type is predefined.)

After you enter basic information for the role, set optional restrictions for the role.

To make a copy of an existing standard or a custom role:

  1. As Administrator, go to Setup > Users/Roles > Manage Roles.

  2. Click on Customize or Edit next to the role you want to copy.

  3. Enter a different name in the Name field.

  4. Click the drop down arrow for Save and click Save As.

Related Topics

Customizing or Creating NetSuite 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 Employee Restrictions
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