Customizing the Customer Center Role

Customize the Customer Center role to adjust the level of access customers have in the center. You can remove links to transactions or records or limit access to only viewing instead of editing or creating.

The Customer Center role is also applied to the My Accounts section of your website. For information on setting forms to use in your website, see Shopping Preferences.

Customizing this role also enables you to ensure a customer uses a custom form when entering sales orders or making payments in the center.

Note:

After you create a custom Customer Center role, you will need to manually assign this role to each customer that you want to use it, on the Access tab of each customer record.

To customize the Customer Center role:

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

  2. Click Customize next to Customer Center.

  3. In the Name field, enter a name for this new custom role.

    You select this name when you assign the role on customer records.

  4. Click the Permissions subtab.

    1. On the Transactions, Lists, and Setup subtabs, click the name of the task to which you want to change access.

    2. In the Level column, adjust the permission level for the task.

    3. Click Edit.

    4. Repeat these steps for each task you want to edit the access level for.

  5. Click the Forms subtab, and on the Transaction and CRM subtabs, check the box in the Preferred column next to the form you want customers to use in the Customer Center. This overrides the preferred form selected on the Transaction Forms page.

    • The Customer Center and My Account section of your website use the transaction and entry forms marked as (External) in the Custom Forms list. Note the following:

      • External forms, meaning forms with names appended with (External), can be marked Preferred for Customer Center roles, but not for other roles.

      • Forms that are not external cannot be marked as Preferred for Customer Center roles, so they are not listed on the Forms tab of Customer Center role records.

      • When a non-online order form is marked Preferred for Customer Center, it is saved as the form for the order. However, an online form is not saved as the form for an order, even if it is preferred; instead the preferred non-online order form is used.

    Note:

    To create custom forms for transactions, go to Customization > Forms > Transaction Forms. Custom transaction forms must use Basic printing for Customer Center roles. To create custom forms for records, go to Customization > Forms > Entry Forms.

  6. Click the Searches subtab.

    1. To publish a custom search form or custom search results in the Customer Center, select the type of record or transaction to search.

      You must already have a public saved search to publish a search form or results in the Customer Center. The fields you select on the Filters subtab of the saved search record are used by the customer to set criteria on search forms.

    2. To publish a search form, select the name of the saved search in the Search Form column.

    3. To allow customers to view search results as a list, select the name of the saved search in the List View column. Searches must be marked both Public and Available as List View to be selected here.

      For example, a public transaction saved search marked Available as List View allows customers to view transactions matching the criteria of the search in their transaction lists.

    4. To allow customers to view search results in a list on the Customer Center dashboard, select the name of the saved search in the Dashboard View column. Searches must be marked both Public and Available as Dashboard View to be selected here.

    5. To allow customers to view search results in subtab lists, select the name of the saved search in the Sublist View column. Search must be marked both Public and Available as Sublist View to be selected here.

    6. Check the box in the Restricted column to only allow customers to view the results of this search in the list view, dashboard view or sublist view, respectively.

      If you clear this box, customers can select this view in a View filter at the bottom of the list, and the list of all the customer's transactions or records for that page is shown by default.

  7. Click the Preferences tab to set preferences for the custom center role. The preferences set here are applied to new users assigned to a role and to existing users in a role who have not previously set that preference. See Setting Personal Preferences.

You can now select this custom role on the Access tab of customer records to assign the role.

Note:

To prevent errors in the website, you cannot inactivate the standard Customer Center role you enable the Web Site feature. If this role was inactivated before the Web Site feature was enabled, you must temporarily disable the Web Site feature, activate the standard Customer Center role again, and enable the Web Site feature again. You will not lose any website data. For more information see, Inactivating Roles.

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
Changing Custom Roles
Inactivating Roles
Setting Default Forms for Roles
Restricting Accounts for Roles
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