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:

  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 (Beta) to Copy Customized Roles

Warning:

Copy to Account is a beta feature. The contents of this feature are preliminary and may be changed or discontinued without prior notice. Any changes may impact the feature’s operation with the NetSuite application. NetSuite warranties and product service levels shall not apply to the feature or impact of the feature on other portions of the NetSuite application. NetSuite may review and monitor the performance and use of this feature. The documentation of this feature is also considered a beta version and is subject to revision.

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 Overview.

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 (Beta) on the Role page.

Copy to Account link on the Role page.

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

Related Topics

NetSuite Roles Overview
The NetSuite Account Administrator
Separate Administration Permissions
Full Access Role
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
Setting Role-Based Preferences
Translating Custom Role Names
Mass Updating a Permission on Custom Roles
Mass Updating the Role Assigned to Customers
Standard Roles Permissions Table

General Notices