Permissions for NFP Financials Custom Segments
Custom segments have three permission levels: Record Access, Search/Reporting Access, and Value Management Access. For the custom segments with NFP Financials, the default record and search/reporting access level is Edit.
Value Management Access levels are configured for five standard NetSuite roles as shown in the following table.
|
|
Standard Role Value Management Access Levels |
||||
|---|---|---|---|---|---|
|
Custom Segment |
CFO |
CEO |
Accountant |
A/R Clerk |
A/P Clerk |
|
Restriction |
Full |
Edit |
View |
View |
View |
|
Program |
Full |
Edit |
View |
View |
View |
|
Grant |
Full |
Edit |
Edit |
Create |
Create |
|
Time Restriction |
Full |
Edit |
View |
View |
View |
|
Region |
Full |
Edit |
View |
View |
View |
|
Revenue Type |
Full |
Edit |
View |
View |
View |
|
Revenue Subtype |
Full |
Edit |
View |
View |
View |
|
Functional Expense |
Full |
Edit |
View |
View |
View |
Permissions for custom segments are complex. For more information, see Permissions for Managing Custom Segments and Values.