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  2. Site Management Tools
  3. Users and Roles in Site Management Tools

Users and Roles in Site Management Tools

To manage content with Site Management Tools, you need a valid NetSuite user account with the right permissions. The two roles that provide these permissions by default are:

There are a limited number of users with an administrator role. If you manage content, you need the the Store Manager role or a custom role with Site Management Tools permissions. For more information, see NetSuite Users & Roles.

Permissions for an Existing Role

Instead of assigning the Store Manager role or Administrator role, you can add permissions to a custom NetSuite role. Add these permissions to any custom role for managing site content with Site Management Tools.

Note:

By default, the Theme Customizer is available only to the Administrator role. Any user using a role that does not have permission to use the Theme Customizer will not see the option in the menu. If your Store Manager role or custom role requires access to the Theme Customizer, you need to customize the existing role and add the custom role to the script deployments listed below.

  • customdeploy_ns_sc_ext_mech_services

  • customdeploy_ext_mech_emb_endpoints

To add a custom role, go to Customization > Scripting > Script Deployments and select Edit beside the script. From the Audience subtab select your custom role from the Role field. For more information about customizing a role, see Customizing and Creating Roles.

For more information about script deployments, see Script Deployment Script Deployment.

Lists

Setup

You can't edit a NetSuite standard role, but you can use it as the basis for a custom role. For detailed instructions and best practice for customizing a NetSuite role, see NetSuite Roles Overview.

Custom Record Permissions for Custom Roles

Custom employee roles need Full permission to use Site Management Tools to edit the records below or create custom content. Custom customer roles need View permission for each custom record below.

To change the custom record permission access level for custom employee roles:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Beside the custom employee role that’s used to log in to Site Management Tools, click Edit.

  3. Select the Permissions tab.

  4. Select the Custom Record subtab.

  5. In the Level column, set the access level for the following custom records to Full.

    • CMS_HTML

    • CMS_IMAGE

    • CMS_MERCHZONE

    • CMS_MERCHZONETWO

    • CMS_TEXT

  6. Click Save.

To change the custom record permission access level for custom customer roles:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Beside the custom customer role that’s used to browse and shop your webstore, click Edit.

  3. Select the Permissions tab.

  4. Select the Custom Record subtab.

  5. In the Level column, set the access level for the following custom records to View.

    • CMS_HTML

    • CMS_IMAGE

    • CMS_MERCHZONE

    • CMS_MERCHZONETWO

    • CMS_TEXT

  6. Click Save.

For more information about custom records, see Custom Record for Custom Content Type.

Log In

Note:

Site Management Tools does not currently support SAML SSO for SMT users.

Use one of the two following options to log in to Site Management Tools:

Log In to NetSuite to Access Site Management Tools

To use Site Management tools, log in to your NetSuite account using a role with Site Management Tool permission. Go to your website and press the Esc key, if that feature is enabled. Or use the SMT admin URL. The SMT toolbar now displays.

For more information about the Esc to Login feature and the SMT admin URL, see Disable Esc Key to Log In.

Log In to Site Management Tools from your Website

Log in to SMT from your website with your NetSuite user name and password. SMT checks which roles you're assigned and if you only have one role with SMT permissions, you are automatically signed into that role. If you have more than one role with SMT permissions, a list appears. Choose the role you want to use.

If you don't have a role with SMT permissions a message displays saying you don't have a role with proper permissions to manage content.

For more information about the Esc to Login feature and the admin URL, see Disable Esc Key to Log In.

Sign Out of Site Management Tools

Sign out of SMT to help keep your website secure and prevent unauthorized access, you are also signed out of your NetSuite account.

To sign out of Site Management Tools:

  1. Point to the User Portlet.

  2. Click Sign Out on the dropdown menu.

Note:

After 160 minutes of inactivity, a user is automatically signed out of Site Management Tools.

Disable Esc Key to Log In

This is available in the Elbrus and later releases.

The Escape to Login feature lets you specify if you want to access Site Management Tools by pressing the Esc key or by going to the admin URL.

See Configuring Escape to Log In.

Related Topics

General Notices