Setting Permissions
If you have enabled the Advanced Employee Permissions feature in your NetSuite account, see Advanced Employee Permissions for more information.
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From the Role page, you can set permissions on the Permissions subtab. Permissions are divided into four different types on the Transactions, Reports, Lists, Setup, and Custom Record subtabs.
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To view the permissions for a role, log in as an Administrator and go to Setup > Users/Roles > User Management > Manage Roles. On the Manage Roles page, choose a role. Click Edit to add permissions to a custom role or click Customize to create a custom role from a standard role. On the Role page, the Permissions subtab displays the role’s permissions.
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To add a permission, click a line in a list, click Insert, and select a permission. Or you can click the blank line at the bottom of a list, select a permission, and click Add.
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To remove a permission, click it in a list, and click Remove.
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To set the level of access for a permission, click a line in a list and select from the Level column. For information about these levels, see Access Levels for Permissions.
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For Custom Record permissions only, you can select a value in the Restrict column to limit this role's access to custom records. (Each custom record permission provides access to a custom record type.)
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Select Viewing and Editing to restrict users with this role to viewing or editing only the records of this type that they or their subordinates created.
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Select Editing Only to restrict users with this role to editing only the records of this type that they or their subordinates created. They can view all records of this type.
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Leave this column blank to allow users with this role to view and edit all records of this type.
The custom record restrictions you set on this subtab are also available on the record for each custom record type. Changes made on custom record type records related to this role's permissions are reflected here. See Setting Permissions for a Custom Record Type.
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When you newly enable a feature in your account, you must consider permissions associated with the added feature. Customized roles that you have already assigned to users may need to be updated to reflect the proper permissions associated with the added feature. See Enabling Features.
For general information about permissions, see NetSuite Permissions Overview. For access to a list of NetSuite permissions and their related tasks and records, see Permissions Documentation.
A mass update is available to add, remove, or change the level of a permission for multiple custom roles simultaneously. See Mass Updating a Permission on Custom Roles.
If you have enabled the Advanced Employee Permissions feature in your NetSuite account, see Advanced Employee Permissions for more information.
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 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 Default and Restricted Forms
- Setting Search Defaults for a Role
- Setting Role-Based Preferences
- Translating Custom Role Names
- Selecting a Dashboard for a Role