Permissions for NFP Financials Custom Segments

Custom segments have three levels of permission: Record Access, Search/Reporting Access, and Value Management Access. For the custom segments included with NFP Financials, the default record access 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.

Related Topics

• Custom Segments for NFP Financials

General Notices