Control Employee Access to Subsidiaries

By default, an employee has access to data for the subsidiary assigned on the employee record. For more information, see Assigning a Subsidiary to an Employee. However, you can grant an employee access to data for additional subsidiaries. Go to Setup > Users/Roles > User Management > Manage Roles. For the employee's assigned role, use the multi-select Subsidiaries list to customize the role. Press and hold the Ctrl key to select multiple subsidiaries.

The Role page also includes the Allow Cross-Subsidiary Record Viewing option. Check this box to permit users logged in with that role to see data from subsidiaries other than those selected in the Subsidiaries list.

Note:

Users with the Book Record Restriction option enabled override permissions granted by the Allow Cross-Subsidiary Record Viewing option.

Important:

The records and transactions that employees can view and edit for subsidiaries are limited by the complete set of permissions defined for their assigned roles. For example, by default, employees of a specific subsidiary are able to view and edit data only for the that subsidiary. If you customize a role to include multiple subsidiaries (Subsidiaries list), employees assigned this role can view and edit data for these subsidiaries. If you also checked the Allow Cross-Subsidiary Record Viewing box for the customized role, employees assigned this role can view data for all subsidiaries.

Note:

Employees with access to all active subsidiaries but not to one or more inactive subsidiaries are considered to have access to all subsidiaries.

The following choices are dependent on the subsidiaries selected for the user's assigned role, or on the subsidiary assigned to the employee record:

A user can restrict the records displayed in NetSuite to those for a single subsidiary. Go to the Restrict View subtab at Home > Set Preferences. See Restrict Your Subsidiary View.

Important:

To generate automated intercompany adjustments for expenses, supported by the Intercompany Time and Expense feature, a user must have access to all subsidiaries. For information about this capability, see Enabling Intercompany Time and Expenses.

Related Topics

Creating Subsidiary Records
Editing Subsidiary Records
Deleting Subsidiary Records
Adding or Removing Nexuses from a Subsidiary
Locking Transactions by Subsidiary
Using Subsidiary-Specific Transaction Auto-Numbering
Subsidiary Setup

General Notices