SuiteBilling Roles and Permissions

The following table lists the SuiteBilling permissions and permission levels for each standard role. The Center Type column shows the center generally associated with the role. Navigation from Center lists the menu navigation for each role to the Subscriptions menu in that center. When you use the classic interface, you access subscription-related records from the Transactions menu, Subscriptions group.

Role

Center Type

Navigation from Center

Subscription Plan

Subscriptions

Price Book

Price Plan

Subscription Change Order

Usage

A/P Clerk

Accounting Center

Financial > Subscriptions

Full

None

Full

Full

None

Full

A/R Clerk

Accounting Center

Billing > Subscriptions

Full

Edit

Full

Full

Edit

Full

Accountant

Accounting Center

Billing > Subscriptions

Full

Edit

Full

Full

Edit

Full

Accountant (Reviewer)

Accounting Center

Billing > Subscriptions

View

View

View

View

View

View

Advanced Partner

Advanced Partner Center

Client > Other Transactions

Full

Full

Full

Full

Full

Full

Bookkeeper

Accounting Center

Billing > Subscriptions

Full

Edit

Full

Full

Edit

Full

CEO

Executive Center

Sales > Marketing > Lists

Full

Full

Full

Full

Full

Full

CEO (Hands Off)

Executive Center

Sales > Marketing > Lists

View

View

View

View

View

View

CFO

Accounting Center

Billing > Subscriptions

Full

Full

Full

Full

Full

Full

Sales Administrator

Sales Center

Customers > Subscriptions

View

Full

Full

Full

Full

View

Sales Manager

Sales Center

Customers > Subscriptions

View

Full

Full

Full

Full

View

Sales Person

Sales Center

Customers > Subscriptions

View

Full

Full

Full

Full

View

Sales Vice President

Sales Center

Customers > Subscriptions

View

View

View

View

View

View

Support Administrator

Support Center

Cases > Other Lists

View

Full

View

View

Full

View

Support Manager

Support Center

Cases > Other Lists

View

Edit

View

View

Edit

View

Support Person

Support Center

Cases > Other Lists

View

Edit

View

View

Edit

View

System Administrator

System Administration Center

Lists > Relationships

Full

Full

Full

Full

Full

Full

Warehouse Manager

Shipping Center

Sales/Marketing > Lists

View

None

View

View

None

None

Consultant

Project Center

use global search

None

View

View

View

View

None

Marketing Administrator

Marketing Center

Customers > Subscriptions

View

Full

View

View

Full

None

Marketing Assistant

Marketing Center

Customers > Subscriptions

View

Full

View

View

Full

None

Marketing Manager

Marketing Center

Customers > Subscriptions

View

Full

View

View

Full

None

PM Manager

Support Center

Cases > Other Lists

None

Full

View

View

Full

None

Partner Center

Partner Center

Client > Other Transactions

None

Edit

View

View

Edit

None

Product Manager

Support Center

Cases > Other Lists

None

Full

View

View

Full

None

Resource Manager

Support Center

Cases > Other Lists

View

Full

View

View

Full

View

Store Manager

E-Commerce Management Center

Sales > Other Transactions

View

Edit

View

View

Edit

View

Customer Center

Customer Center

Customer Center Home Page

None

View

None

View

View

None

Note:

The Navigation From Center column shows one navigation path, but more navigation options may be available. For example, the A/P clerk role can access subscriptions from both Financial > Subscriptions and from Customers > Subscriptions.

The standard roles available in your account may differ, depending upon the modules you purchase and the features you enable. You can see the roles available in your account at Setup > Users/Roles > Manage Roles. To review a role's details, click its link on the Manage Roles page.

For more information on roles and permissions, see the Standard Roles Permissions Table.

Default Permissions for Subscription Records

The default permission level is View. There are optional permission levels for Create and Edit. Roles with Full access permission can do the following actions:

  • View

  • Edit

  • Create

  • Delete

All roles can now view or edit the following records:

  • Price book

  • Price plan

  • Subscription change order

New permissions in NetSuite do not change permissions to customized roles with subscriptions and subscription plan permissions.

The System Administrator role can also give users full access to the subscription record. Only the System Administrator role can grant access to and set up custom records and templates for SuiteBilling subscription processes. For instructions on how to grant permissions to subscription processes, see Setting Permissions.

General Notices