Creating or Customizing Roles and Permissions to Use Work Instructions and Traveler SuiteApp

If you are an administrator, you can create new roles or customize existing roles for using the Work Instructions and Traveler SuiteApp. For more information, see Customizing or Creating NetSuite Roles and Assigning Roles to an Employee.

Refer to the following table for minimum access levels for different permissions required to use the Work Instructions and Traveler SuiteApp:

Subtab

Permission

Minimum Access Level

Purpose

Transactions

Work Orders

View

Required for:

  • Print Traveler button in Work Order page

  • Generate Traveler page

Find Transaction

View

Required for Generate Traveler page

Lists

Documents and Files

View

Required for:

  • Print Traveler button in Work Order page

  • Traveler Preferences

Items

View

Required for Generate Traveler page

Locations

View

Required for Generate Traveler page

Manufacturing Routing

View

Required for Work Instructions subtab

Perform Search

View

Required for Work Order Saved Search field in Generate Traveler page. If the permission is not provided, the field will be disabled.

Setup

SuiteScript

Edit

Required for all pages

Custom Records

Traveler Preferences

View

Required for all pages

Traveler Template

View

Required for:

  • Generate Traveler page

  • Traveler Template

WOIT Work Instructions Subtab

Edit

Required for Work Instructions Subtab

Work Instructions

Edit

Required for Work Instructions Subtab

Additional Work Instructions Subtab

Full

Required for Additional Work Instructions subtab in work order record

You can create new roles or customize existing roles using the Administrator role to use the SuiteApp. For more information about minimum permissions required, see Customizing and Creating Roles.

Related Topics

Setting Up Work Instructions and Traveler SuiteApp
Verifying the Custom Form of Work Instructions Subtab

General Notices