Permissions for Custom Transaction Instances
For each custom transaction type, you can specify which roles can work with instances of the transaction type. When users create a new custom transaction type, NetSuite automatically adds a full-level permission for the role of the current user. The permission is added so that users can use the global search to find and work with the new custom transaction type.
When you grant a role access to transaction type instances, you can choose from several access levels. These levels are described in the following table.
|
Level |
Users can: |
Users cannot: |
|---|---|---|
|
View |
View instances of the transaction type. |
Edit, create, or delete transaction instances. |
|
Create |
View and create instances of the transaction type. |
Edit or delete transaction instances. |
|
Edit |
View, create, and edit instances of the transaction type. |
Delete transaction instances. |
|
Full |
View, create, edit, and delete instances of the transaction type. |
— |
There are two ways to configure permissions:
The ability of a role to interact with custom transaction instances can be further refined by restricting the role’s access to particular forms for the transaction type. For details on creating forms, see Adding Custom Forms for a Custom Transaction Type. For details on disabling a role’s access to a particular form, see Setting Default Forms for Roles.
For help giving a role permission to create and edit custom transaction types, see Granting a Role Permission to Manage Custom Transaction Types.
Related Topics
- Creating and Editing Custom Transaction Types
- Custom Transaction Styles Overview
- Creating a Custom Transaction Type
- Editing a Custom Transaction Type
- Locked Custom Transaction Types
- Custom Transaction Type Classification Fields
- Custom Fields in Custom Transaction Types
- Numbering for a Custom Transaction Type
- Account Field Setup for Custom Transaction Types
- Statuses for a Custom Transaction Type
- Creating Links for a Custom Transaction Type
- Adding Custom Forms for a Custom Transaction Type
- Adding Translations for a Custom Transaction Type