Roles and Permissions for Contract Renewals

The following custom roles are included in the Software Vertical Contract Renewals SuiteApp:

• Renewals Manager

• Customer Center - Distributor

• Customer Center - End User

• Customer Center - Reseller

• CEO

• CFO

• Marketing Executive

• PS Executive

• PS Person

• Sales Executive

• Sales Rep

• Support Manager

• Support Person

These roles are pre-configured with a default set of associated permissions required to use the Contract Renewals SuiteApp. A NetSuite administrator can assign them to users or use them as templates when creating new roles or modifying existing roles. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.

To view the default permissions assigned to these roles, go to Setup > User/Roles > Manage Roles, and then click the link for the role.

The following table lists the record permissions required to use the Contract Renewals SuiteApp:

Important:

Be sure to add the Contract Renewals Preferences permission to non-administrator roles to allow them to view or edit Contract Renewals transaction forms.

Permission	Subtab	Permission Level
SuiteScript	Setup	View
Contract	Custom Record	Full
Contract Item	Custom Record	Full
Contract Renewals Preferences	Custom Record	Full
Deleted Contract Audit	Custom Record	Full
Deleted Contract Item Audit	Custom Record	Full
Install Base Field Mappings	Custom Record	Full
Maintenance/Support Types	Custom Record	Full
Product Lines	Custom Record	Full
Renewal Tran Form Mapping	Custom Record	Full
Transaction Status	Custom Record	Full
Uplift Cap Types	Custom Record	Full
Uplift Types	Custom Record	Full
Contract Renewal Action	Custom Record	Full

Related Topics

Software Vertical Contract Renewals

Contract Renewals Overview

Setting Up Contract Renewals

Installing the Contract Renewals SuiteApp

New Forms, Fields, and Records for Contract Renewals

Initial Setup Tasks for Contract Renewals

Setting Up Contract Renewals Preferences

Setting Up Multiple Script Queues or Processors to Process Contract Renewals

Setting Up Install Base Field Mapping

General Notices