Specifying Permission and UI Settings

After you have entered name and display settings for the custom record type, you enter permission and UI settings.

To enter permission and UI settings:

1. On the Custom Record Type page, select a permissions model from the Access Type list:

   • Require Custom Record Entries Permission indicates that only users logging in with a role with permission granted to the custom record type can access it.

   • Use Permission List grants access to the custom record type according to the permissions set up on the Permissions subtab of this page.

   • No Permission Required for Internal Roles makes instances of the custom record available to internal roles without requiring permission. If you select this option, the following configuration options appear:

     • External Roles Access makes instances of the custom record type available to external users according to the access level selected.

       When you permit access to external roles, you make instances of the custom record types available to users outside of your organization, including partners, customers, and registered shoppers.

       Warning:

       Use abundant caution when granting external users access to custom records.

     • Unauthenticated Users Access makes instances of the custom record types available to unauthenticated users according to the access level selected.

       When you permit access to unauthenticated external users, those users can access instances of this custom record type unless it’s protected by another custom mechanism, such as SuiteScript or SuiteFlow (Workflows) controls.

       Warning:

       Use abundant caution when granting anonymous users access to custom records.

   For more information, see Setting Permissions for a Custom Record Type.

2. To indicate that this record can be accessed only through SuiteScript, clear the Allow UI Access box. By default, this box is checked.

   When this box is not checked, users cannot access instances of the custom record type from the NetSuite user interface. Also, the following custom record options are disabled: Allow Mobile Access, Allow Quick Search, Allow Quick Add, and Include in Search Menu.

3. To indicate that this record should be accessible on mobile devices through the NetSuite iPhone application, check the Allow Mobile Access box.

   This box, which is disabled by default, is not available if the Allow UI Access box is cleared.

4. Enter file and child record settings. See Configuring File and Child Record Settings.

Related Topics

• Creating Custom Record Types
• Creating a New Custom Record Type
• Entering Name and Display Settings
• Configuring File and Child Record Settings
• Defining Search and Edit Settings
• Adding Fields to Custom Record Types
• Limiting Search Access to Custom Records
• Applying Role-Based Restrictions to Custom Records
• Adding Subtabs to a Custom Record
• Choosing an Icon for a Custom Record
• Numbering Custom Record Types
• Adding Custom Forms for a Record
• Online Custom Record Forms
• Setting Up a Permissions List for a Custom Record Type
• Creating Links to Custom Records
• Adding Translations for Custom Records

General Notices