Creating Custom Roles for SCIS
You might want to create more roles beyond the ones installed by the SuiteCommerce InStore SuiteApp. For example, maybe your organization uses Sales Associate instead of Clerk. You can create a custom role in your account called Sales Associate, based on the original SCIS Clerk role. If you need more roles, an administrator must create custom ones with the same permissions as those installed by the SuiteCommerce InStore SuiteApp.
When creating new roles for use with SCIS, best practice is to always use a role installed by the SuiteCommerce Instore SuiteApp as a template. This will preserve permissions that are required for entering and searching for transactions. If role permissions are not set correctly, critical operations could be disabled for users with that custom role.
To customize a role installed by SCIS:
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Go to Setup > Users/Roles > Manage Roles.
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Click Edit next to SCIS Clerk.
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In the Name field, enter a name for the role you are creating. The name you create displays in NetSuite on the list of roles.
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Add permissions as needed.
Important:Do not remove any permissions for Transactions, Lists, Setup, or Custom Records. Removing permissions can prevent workers from completing standard transactions in SCIS.
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Check the Restrict this Role by Device ID box.
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Click Save As to add your custom role to the list. This preserves all the permissions on the original role installed by SCIS.
After you create roles for employees who will be using SCIS, grant permissions for each role. For more information, see SuiteCommerce InStore Permissions.