Restricting Accounts for Roles

You can restrict your accounts by classes, departments, or locations, to control the accounts with which employees work. If you use NetSuite OneWorld, you also can restrict roles by subsidiary. 

For example, Jennifer Sawyer, A/R manager for Wolfe Electronics’ Japan location, has her accounts restricted to include only her local bank account. This account appears by default when she accepts customer payments. This increases Sawyer’s efficiency and reduces her chances of making data-entry errors.

To restrict access to accounts, you first set restrictions on account records. By default, NetSuite roles do not restrict users by class, department, or location.

To restrict accounts, you must set up both account restrictions and role restrictions.

 

To set account restrictions:

1. Go to Lists > Accounting > Accounts.
2. Click Edit next to the account you want to restrict.
3. To restrict the account by department, select a department in the Restrict to Department dropdown list
4. To restrict the account by class, select a class in the Restrict to Class dropdown list.
5. To restrict the account by location, select a location in the Restrict to Location dropdown list.
6. If you use NetSuite OneWorld, to restrict the account by subsidiary, select a subsidiary in the Subsidiaries dropdown list.
7. Click Save.