Sequential Liability Roles and Permissions

There are no custom roles included when you install this SuiteApp. An administrator must create custom roles for financial users and project consultants in the organization. The administrator must also set the required permissions for those roles. For more information on creating custom roles and setting permissions, see Customizing or Creating NetSuite Roles.

To set up permissions for custom roles, go to Setup > Users/Roles > Manage Roles and click Edit beside the custom role.

The following permission levels are available:

• View – Users with this permission can only view records.

• Create – Users with this permission can create and view records.

• Edit – Users with this permission can create, view, and edit records.

• Full – Users with this permission can create, view, edit, and delete records.

Refer to the following table for a list of custom roles for Sequential Liability and their corresponding required permissions.

Custom Role	Subtab	Permission	Permission Level
CFO (chief financial officer)	Lists	Subsidiaries	View
		Currency	View
	Transactions	Pay Bills Note: You must set this permission so that CFOs can only view bills and not be able to pay them. This is a recommended setting for better financial control.	View
Accountant	Lists	Subsidiaries	View
		Currency	View
A/P clerk	Lists	Subsidiaries	View
		Currency	View
		Projects	View
		Accounts	View
	Transactions	Credit Memo	View
		Invoice	View
A/R clerk	Lists	Subsidiaries	View
		Currency	View
		Accounts	View
		Vendor	View
	Transactions	Bills	View
		Enter Vendor Credits	View
		Credit Memo	View
Consultant	Lists	Subsidiaries	View
		Currency	View
		Vendor	View
	Transactions	Bills	View
		Enter Vendor Credits	View
		Credit Memo	View
		Invoice	View

Roles and Records

Access to Sequential Liability records differ depending on the custom role.

Refer to the following tables for a list of records available to custom roles after the permissions are set up.

Sequential Liability Reports	Custom Role	Access Level
Project A/P – A/R Summary Project A/P – A/R Details	CFO	Full
	Accountant	Full
	A/P clerk	Edit (payable transactions) View (receivable transactions)
	A/R clerk	Edit (receivable transactions) View (payable transactions)
	Consultant	— Note: Consultant roles have no access to the Project A/P – A/R Summary and Project A/P – A/R Details pages.

Sequential Liability Dashboard	Custom Role	Access Level
Sequential Liability custom portlet	CFO	Full
	Accountant	Full
	A/P clerk	Full
	A/R clerk	Full
	Consultant	— Note: Consultant roles have no access to the Sequential Liability custom portlet.

Transaction Record	Custom Role	Access Level
Project	CFO	Full
	Accountant	Create
	A/P clerk	View
	A/R clerk	Create
	Consultant Note: You must also set employee restrictions so that consultants can view the A/P – A/R details from the project record. For instructions, see Setting Employee Restrictions for the Consultant Role.	View
Vendor bill Vendor credit	CFO	Full
	Accountant	Create
	A/P clerk	Create
	A/R clerk	View
	Consultant	View
Customer invoice Credit memo	CFO	Full
	Accountant	Create
	A/P clerk	View
	A/R clerk	Create
	Consultant	View
Bill payment	CFO	View
	Accountant	Create
	A/P clerk	Create
	A/R clerk	— Note: A/R clerks cannot pay bills.
	Consultant	— Note: Consultants cannot pay bills.

Setting Employee Restrictions for the Consultant Role

After setting permissions for the custom consultant role, an administrator must also set the employee restrictions for this role. This enables consultants to view the A/P – A/R Details subtab of the project record.

To set employee restrictions for the consultant role:

1. Go to Setup > Users/Roles > Manage Roles.

2. Click Edit beside the custom consultant role.

3. In the Employee Restrictions field, select from any of the following:

   • none - no default

   • none - default to own

   • own, subordinate, and unassigned

   • own and subordinates only

   Note:

   If you select own and subordinates only or own, subordinate, and unassigned, you must also check the Allow Viewing box next to the Employee Restrictions field.

   For more information on employee restrictions, see Setting Employee Restrictions.

Related Topics

Setting up Sequential Liability

Tips for Setting Up Sequential Liability

Sequential Liability Workflow

Associating Vendor Bills and Vendor Credits to a Project

Associating Customer Invoices and Credit Memos to a Project

General Notices