Granting a Role Permission to Manage Custom Segments

By default, only administrators have permission to view custom segment definitions, create segments, edit segments, and delete them. However, you can assign this permission to other roles. You grant this access by using a permission called Custom Segments, which is available on the Permissions > Setup subtab of the role record.

For details, see the following sections:

• Scope of the Custom Segments Permission

• Assigning the Custom Segments Permission

Scope of the Custom Segments Permission

The following table describes the access associated with the various levels of the Custom Segments permission. Except where noted, this table assumes that the user has no other permissions.

Level	Users can:	Users cannot:
View	View custom segment definitions. View the values defined for existing custom segments. Use the Custom Segment search type.	Create, edit, or delete custom segments. Create, edit, or delete values on a custom segment (unless the role has the appropriate Value Management Access level for that segment).
Create	View custom segment definitions. View the values defined for existing custom segments. Use the Custom Segment search type. Create custom segments. Create values for new segments that the user is creating.	Edit or delete custom segments. Create, edit, or delete values on an existing custom segment (unless the role has the appropriate Value Management Access level for that segment).
Edit	View custom segment definitions. View the values defined for existing custom segments. Use the Custom Segment search type. Create custom segments. Create values for new segments that the user is creating. Edit body fields and sublist fields on an existing segment.	Delete custom segments. Edit, create, or delete values on an existing custom segment (unless the role has the appropriate Value Management Access level for that segment). Note that these users have the ability to give themselves that permission. They can change the Value Management Access level on the Permissions subtab of the Custom Segments definition.
Full	View custom segment definitions. View the values defined for existing custom segments. Use the Custom Segment search type. Create custom segments. Create values for new segments that the user is creating. Edit body fields and sublist fields on an existing segment. Delete custom segments.	Edit, create, or delete values on an existing custom segment (unless the role has the appropriate Value Management Access level for that segment). Note that these users have the ability to give themselves that permission. They can change the Value Management Access level on the Permissions subtab of the Custom Segments definition.

As shown in the preceding table, even if a role does not have the Value Management Access permission for any segment, the Custom Segments permission always gives the user permission to view segment values. Similarly, the Create, Edit, and Full levels of the Custom Segments permission give the role some ability to create values, even if they do not have the Value Management Access permission.

However, if you want any of these users to be able to edit values on an existing custom segment, you may want to actively assign them the Value Management Access permission for the appropriate segments. Be aware that they can also grant themselves this permission on the Permissions subtab of the custom segment.

Assigning the Custom Segments Permission

Use the following procedure to assign the Custom Segments permission to a role.

To assign the Custom Segments permission:

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

2. Locate the role you want to modify, and click Edit or Customize.

3. On the Permissions subtab, click Setup.

4. Do one of the following:

   • To grant the role access, add a line to the sublist: In the Permission column, set the list to Custom Segments. In the Level column, select the appropriate access level. Then click Add.

   • To remove a role’s existing access, locate the Custom Segments permission in the sublist. Click it to enable a series of buttons. Then click Remove.

   • To modify the role’s existing access, locate the Custom Segments permission in the sublist. Edit the corresponding value in the Level column. Then click OK.

5. Click Save.

Additional Information

NetSuite Permissions Overview

NetSuite Roles Overview

User Permissions for a Custom Segment

Related Topics

Permissions for Managing Custom Segments and Values

Granting a Role Permission to Manage Custom Segment Values

General Notices