Setting Permissions for Custom Records

Each custom record includes a Permissions subtab where you can restrict access by role to your custom records and the forms used to enter the records. Setting permissions within custom records themselves is the most flexible way to provide access to custom records.

1. Go to Customization > Lists, Records, & Fields > Record Types, and select a record type from the list.

2. On the Permissions subtab, choose a role and set the access level.

3. Repeat to provide access to additional roles, then Save.

You also can add the Custom Record Entries permission to a role, to provide users with that role access to all custom records.

1. Go to Setup > Users/Roles > Manage Roles, and select a role from the list.

2. Click the Lists subtab, select Custom Record Entries from the dropdown list, set the access level, and click Save.

If you make either of these changes, users may need to log out and log back in for the changes to take effect.

For more information about custom record permissions, see Setting Permissions for a Custom Record Type.

Related Topics

NetSuite Permissions Overview

Permissions and Restrictions

Reviewing Permissions Assigned to Roles

Access Levels for Permissions

Permissions Documentation

Core Administration Permissions

Feature Permissions Documentation

Using the Global Permissions Feature

Giving Access to the Transactions Subtab on Entity Records

Giving Access to Financial Statements

Hiding Employee Information on Financial Reports

Permissions for Inbound Single Sign-on Methods

General Notices