Roles and Permissions

Access to certain records in the Country-Specific Reports SuiteApp is only restricted to certain user roles. The following table contains an overview of standard NetSuite roles and their access levels:

User Role / Action

Accountant

Accountant (Reviewer)

Administrator

CEO

CEO (Hand Off)

CFO

System Administrator

CSR - Variable (record)

View

View

Full

View

View

View

View

CSR - Variable Filter (record)

Edit

View

Full

Edit

View

Edit

View

CSR - Filter Block (record)

Edit

View

Full

Edit

View

Edit

View

CSR - Export (record)

View

View

Full

Edit

View

Edit

View

CSR - Report (record for a new report creation)

View

View

Full

Edit

View

Edit

View

CSR - Report Data Log (record, used for monitoring errors)

Create

Create

Full

Create

Create

Edit

View

Country-Specific Reports (Reports > Financial > Country-Specific Reports)

Yes

Yes

Yes

Yes

Yes

Yes

No

Report Structure (Reports > Financial > Country-Specific Reports, select a report, click the Report Structure button)

Yes

Yes

Yes

Yes

Yes

Yes

No

Giving access to the Country-Specific Reports dashboard to a custom role

If you want to give access to the Country-Specific Reports Dashboard to a certain custom role (which is the most common permission), proceed with the following steps:

  1. Go to Customization > Scripting > Script Deployments (filter out the Suitelet script type and make sure the Show Undeployed box is selected).

  2. In the list, locate the customdeploy_csr_sl_dashboard script, and click the corresponding Edit link.

  3. In the Audience subtab, select the custom role that you would like to give access to the Country-Specific Reports Dashboard (click the name of the custom role while pressing the Ctrl key).

  4. Click Save.

To learn more about deploying scripts in NetSuite, see Script Deployment.

Giving access to the Country-Specific Reports SuiteApp records to custom roles

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.

Related Topics

Country-Specific Reports Overview
Enabling Required Features the Country-Specific Reports SuiteApp
Installing the Country-Specific Reports SuiteApp
Creating a Template for the Country-Specific Reports SuiteApp
Adding NetSuite Data to the Template File
Using the Country-Specific Reports SuiteApp
Adding and Editing Report Elements
Working with Reports

General Notices