Setting Role-Based Preferences

An account administrator can set preferences that tailor NetSuite accounts to the needs of a particular role. The preferences set for a role serve as the defaults for any account users who log in with that role. Role-based preferences are defined on the Preferences subtab of a custom role record.

To set role-based preferences:

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

  2. Click Edit next to a custom role or Customize next to a standard role.

  3. On the Preferences subtab, select a preference, choose the desired value in the popup, and click Add.

    Note:

    If a customer who has only the Customer Center role assigned to them specifies a color theme, this color scheme is not used and the theme set up as the default is used instead.

  4. Repeat step 3 to set additional preferences as desired.

  5. Click Save.

Role-Based Preferences vs. Other Preference Levels

The same preferences that can be set for roles also can be set by individual users for themselves only at Home > Set Preferences. Role-based preferences are not intended to override any preferences explicitly set by an individual user. If a user has set a preference to a value other than the system default, company default, or subsidiary default, the corresponding role-based preference is not applied when that user logs in with that role.

Some role-based preferences are also available at the company level, and in NetSuite OneWorld accounts, at the subsidiary level. A role-based preference overrides the system default setting, the corresponding company-level preference, if any, and the corresponding subsidiary-level preference, if any. Note that if a company preference has been set not to allow override, it is not available to be set as a preference on role records.

For more information, see NetSuite Preference Levels 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
Changing Custom 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
Translating Custom Role Names
Mass Updating a Permission on Custom Roles
Mass Updating the Role Assigned to Customers
Standard Roles Permissions Table

General Notices