Changing Custom Roles

After you customize a role, you may later decide that you want to edit or inactivate it.

Note:

If you assign an additional role to a user who is currently logged in to NetSuite, that user will need to log out and log back in to NetSuite to see the newly assigned role. The same is true if you add permissions to an existing role while a user is currently logged in to NetSuite. The user needs to log out and log back in to exercise the new permissions.

To edit a custom role:

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

2. Click Edit next to the role you want to change.

3. On the Role page, make desired changes, including:

   • Restricting Role Access to Accounting Books

   • Restricting Role Access to Subsidiaries (OneWorld Only)

   • Setting Employee Restrictions

   • Setting Department, Class, and Location Restrictions

   • Setting a Role as Issue Role for Issue Management

   • Setting a Role as Web Services Only Role

   • Restricting a Role by IP Address

   • Setting Permissions

   • Setting Default and Restricted Forms

   • Setting Search Defaults for a Role

   • Setting Role-Based Preferences

   • Translating Custom Role Names

   • Selecting a Dashboard for a Role

4. Click Save.

If you edit a custom role after you've assigned it to employees or vendors, the changes are automatically updated.

Note:

A mass update is available to add, remove, or change the level of a permission for multiple custom roles simultaneously. See Mass Updating a Permission on Custom Roles.

Using SDF and Copy to Account to Copy Customized Roles

You can use SuiteCloud Development Framework (SDF) to manage custom objects as part of file-based customization projects. For information about SDF, see SuiteCloud Development Framework.

You can use the Copy to Account feature to copy a customized role to another of your accounts. To copy a customized role, follow the instructions to edit a custom role, and click Copy to Account on the Role page.

For information about Copy to Account, see Copy to Account.

Related Topics

• NetSuite Roles Overview
• NetSuite Account Administration
• Separate Administration Permissions
• Full Access Role (Deprecated)
• Permissions Requiring Two-Factor Authentication (2FA)
• Customizing or Creating NetSuite Roles
• Inactivating Roles
• Setting Default Forms for Roles
• Restricting Accounts for Roles
• Customizing the Customer Center Role
• Retail Clerk Roles
• Showing Role Permission Differences
• Use Searches to Audit Roles and Permissions
• Use Searches to Audit Roles
• Use Searches to Audit Permissions By Employee
• Mass Updating a Permission on Custom Roles
• Mass Updating the Role Assigned to Customers
• Standard Roles Permissions Table

General Notices