Restricting Access to File Cabinet Folders

You can restrict access to files by setting permissions on File Cabinet folders.

Restricting Access to Subfolders

1. Log in to NetSuite with a role that has access to the folder.
2. Go to Documents > Files > File Cabinet
3. Click Edit on the folder to which you want to restrict access.
4. Select from the dropdown lists to restrict access in the following categories. Note that the following list names may be different depending on record naming customization in your NetSuite account:

• Restrict by Class
• Restrict by Department
• Restrict by Location
• Restrict by Group. If you choose a dynamic group, for performance reasons, the folder is restricted to a snapshot of the dynamic group members. The snapshot is updated twice a day.
• Restrict by Subsidiary – Note that employees assigned to the parent-subsidiary can access all child subsidiary folders. To change this behavior you can restrict the folder by group.

5Click Save.

All files in the folder are available based on the restricted access settings you selected.

NOTE:

• Administrators can view the contents of any folder, including private folders and folders that have been restricted. 
• The owner of a folder always has access to the folder regardless of restrictions.
• When a folder is marked as private, only the person who created that folder and the account administrator have access to it. 
• If a subfolder is created beneath a parent folder, the subfolder will inherit the same restriction automatically. 
• If a parent folder’s restriction is changed after a subfolder is created, the subfolder does not automatically inherit the new restriction.
• You can change the subfolder’s restriction.
• You cannot restrict individual files