1. Account Administration
  2. Account Setup
  3. NetSuite Users & Roles
  4. NetSuite Permissions Overview
  5. Giving Access to the Transactions Subtab on Entity Records
  6. To create a custom role with access to the Transactions subtab

To create a custom role with access to the Transactions subtab

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

  2. Click Customize next to the name of the role you want to customize.

  3. In the Name field, enter the name for this new role.

    This name is selected in employee records on the Access subtab.

  4. On the Permissions tab, click the Lists subtab.

  5. In the Role column, select Financial History.

  6. In the Level column, select View (or higher).

  7. Click Add.

  8. Click the Transactions subtab.

  9. Select the name of the type of transaction you would like this role to view.

  10. In the Level field, select View.

    This level of access allows employees to view the transaction but not edit it.

  11. Click Add.

  12. Repeat these steps for each type of transaction you want this role to view.

  13. Click Save.

Now, users assigned this customized role can view the Transactions subtab on entity records and click the links to view those transactions.

Related Topics

General Notices