SCIS Roles and Permissions
Different employees interact with SuiteCommerce InStore (SCIS) and with NetSuite based on their roles. These roles get installed in your NetSuite account when you add the SuiteCommerce InStore SuiteApp:
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SCIS Clerk – This role is assigned to sales associates. It enables them to enter orders and includes permissions required to access SCIS on an approved device, search for customers and enter transactions.
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SCIS Support – It lets them enter orders and gives them permission to access SCIS, search for customers, and enter transactions. It doesn't include permission to enter transactions.
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SCIS Store Manager – This role lets managers view Cash Drawer Activity for sales associates at their store and close shifts for employees. This role's only for use with Advanced Cash Drawer Management.
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SCIS Fallback Auditor – This role lets users reconcile SCIS Fallback Transactions. Anyone with this role can log in to NetSuite and edit SCIS Fallback Transaction records to trigger cash sale transactions. For more information, read SCIS Fallback Transaction Reconciliation.
For more information, read SuiteCommerce InStore Roles.
Permissions
The SuiteApp installs a basic set of permissions for operations that are typical in retail transactions, such as void lines, or apply discount. Employees using SCIS need the right NetSuite permissions to perform these operations. The SCIS Permission custom record manages restricted operations that need authorization. For more information, read Defining Permissions.
Manager Override
To complete restricted operations, a manager or authorized employee needs to enter an SCIS Access Code and approve the transaction. A NetSuite Administrator needs to define authorized roles on SCIS Permission custom records. Employees with authorized roles also need an SCIS Access Code to approve restricted operations. To see a list of the operations that are restricted by default, see Operations that Require Authorization.
SCIS Access Code is a field on the Custom subtab on the Employee record. When this field is populated, employees can use the SCIS Access Code to authorize restricted transactions.
SCIS Audit Log
The SCIS Audit Log shows every operation that requires permission. You can use this log to track approvals of restricted operations. For more information, read SCIS Audit Log.