Assigning a Custom Center to a Custom Role

You can assign the custom center to a custom role.

Note:

You can assign a custom center only to a new custom role. If you customize an existing NetSuite role, NetSuite uses the standard center.

To assign a custom center to a custom role:

  1. Go to Setup > User/Roles > Manage Roles > New > New.

  2. In the Name field, enter a name for the new role.

  3. In the ID field, enter an ID for the new role, if required.

  4. From the Center Type list, select the custom center that you created.

  5. Enter all other required settings for the new role. For information, see Customizing or Creating NetSuite Roles.

  6. Click Save.

Important:

When you create a custom role and click Save, you cannot change the center assigned to that role.

Testing a New Custom Center

To see the new custom center, assign the new role to yourself and switch to the new role.

To test a new custom center:

  1. Go to List > Employees > Employees.

  2. Click Edit next to your name.

  3. Click the Access subtab.

  4. From the Role list, select the new role that you created.

  5. Click Add.

  6. Click Save.

  7. Switch to the new role. For information, see Roles and Accounts. The dashboard for the role appears with your custom center.

  8. Test the links in the new custom center.

Related Topics

General Notices