Granting Custom Roles the Access to the Country-Specific Reports SuiteApp Records

You can provide access to the records delivered by the Country-Specific Reports SuiteApp to both new roles and to customized standard NetSuite roles.

To create a new role, go to Setup > Users/Roles > User Management > Manage Roles > New Role.

To customize an already existing role, go to Setup > Users/Roles > User Management > Manage Roles to open the Manage Roles page. Then click the corresponding Customize link to create a custom version of a certain standard role.

For more information, see Customizing or Creating NetSuite Roles.

Afterwards, proceed with the following:

1. On the Permissions subtab, gradually go to the Lists, Setup, and Custom Record subtabs.

2. To add a permission, click the blank line at the bottom of a list, select a permission (like CSR - Report or CSR - Variable), and click Add.

3. To set the level of access for a permission, click a line in a list and select one of the options from the Level column (None, View, Create, Edit, or Full). To learn more about the permission levels in NetSuite, see Access Levels for Permissions.

4. Click Save.

In the following table, you can see the permission categories, types, and levels required by the primary users of the Country-Specific Reports SuiteApp. The primary users are people who can create and edit financial records, like NetSuite developers or professional services consultants. If necessary, you can assign higher permission levels than those listed in the Minimum Permission Level column.

Category	Name	Minimum Permission Level
Lists	Documents and Files	Full
Setup	SuiteScript	View
Setup	Custom Lists	View
Setup	Custom Record Types	View
Custom Record	CSR - Country	View
Custom Record	CSR - Export	Edit
Custom Record	CSR - Filter Block	Full
Custom Record	CSR - Report	Full
Custom Record	CSR - Report Copy Task	Create
Custom Record	CSR - Report Data Log	View
Custom Record	CSR - Settings	View
Custom Record	CSR - Variable	Full
Custom Record	CSR - Variable Filter	Full
Custom Record	CSR - Variable Value	Edit

Note:

Secondary users (like accountants) are only expected to view financial reports. There is usually no need for them to see the custom records delivered by the Country-Specific Reports SuiteApp. Therefore, giving them access to the Country-Specific Reports dashboard (as described above) should be sufficient.

Important:

When using the drill-down feature, you are accessing the dashboard that already belongs to a different SuiteApp: the Contra Account Sheets. This SuiteApp uses a different set of permissions; see Access to the Contra Account Sheet SuiteApp to learn more. For more information about the drill-down feature itself, see Viewing Country-Specific Reports.

Related Topics:

Granting Custom Roles the Access to the Country-Specific Reports SuiteApp Records

Roles and Permissions in Country-Specific Reports

Creating a Template for the Country-Specific Reports SuiteApp

General Notices