Summary: This article explains how to configure case access restrictions based on subsidiaries in NetSuite. By enabling this feature, support representatives will only be able to access cases associated with the subsidiaries selected for their support rep role. The article highlights the purpose of the “Restrict Cases Based on Subsidiary” checkbox and its impact on the support rep’s case visibility.
Request: The user seeks guidance on configuring case access restrictions in NetSuite based on subsidiaries. Specifically, they want to know how to use the “Restrict Cases Based on Subsidiary” checkbox to control support rep’s visibility of cases associated with different subsidiaries.
Solution:
In NetSuite, you have the option to configure case access restrictions based on subsidiaries, allowing you to control which cases support representatives can access based on their assigned subsidiaries. By following the steps outlined below, you can enable this feature and ensure that support reps only have access to cases associated with the selected subsidiaries:
To set support preferences, go to Setup > Support > Support Preferences > RESTRICT CASES BASED ON SUBSIDIARY