Setting Employee Restrictions for the Purchase to Project Custom Consultant Role

After setting permissions for the custom consultant role, an administrator must also set employee restrictions for this role. Setting employee restrictions enables consultants to view purchase orders and vendor bills on the Procurement subtab of the project record.

To set employee restrictions for the custom consultant role:

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

2. Click Edit beside the custom consultant role.

3. In the Employee Restrictions field, select from any of the following:

   • none – no default

   • none – default to own

   • own, subordinate, and unassigned

   • own and subordinates only

   Note:

   If you select own and subordinates only or own, subordinate, and unassigned, you must also check the Allow Viewing box next to the Employee Restrictions field.

   For more information about employee restrictions, see Setting Employee Restrictions.

Related Topics

• Setting Up the Purchase to Project SuiteApp
• Customizing or Creating NetSuite Roles
• Setting Required Permissions for Purchase to Project Custom Roles

General Notices