NetSuite has the advantage of being able to be modified based on an individual’s function within the company. Configuring roles and permissions for your Netsuite users is a crucial activity that is simple to complete.
In NetSuite, a role is a defined access configuration.
Permissions for accessing and/or altering data are assigned to NetSuite Roles.
The pages that users can see and the actions that they may execute in the NetSuite interface are determined by roles and associated permissions.
Each Role has a centre, which is a user interface customised for a specific business area.
The Different Roles in NetSuite
Roles come in two varieties in NetSuite:
- Standard Role
NetSuite provides standard roles with predefined rights.
The majority of these occupations correspond to conventional personnel positions such as accountant, sales representative, and so on.
Standard roles are also accessible for Netsuite users such as vendors, partners, and customers.
A/P Clerk, A/R Clerk, Accountant, CEO, CFO, Consultant, Sales Manager, and others are examples of Standard Roles supplied by NetSuite.
Standard roles are not changeable.
- Custom Roles
Custom Roles provide you complete control over how you map your company’s roles and activities to Netsuite usage.
Standard Roles should be used as templates for Custom Roles since altering a standard role is easier than establishing a new role from start.
You can make permission adjustments to users’ assigned roles if you assign custom roles rather than standard roles to them.
Maintenance is made easier by the ability to update a role without having to change the roles of several users.
Creating New Role In NetSuite
Go to Setup –> Users/Roles –> Manage Roles –> New.
Give an appropriate role name, ID and select the appropriate center type.
Under Subsidiary restrictions, select the appropriate accessible subsidiaries.
Under the Permissions Subtab, select the list of permissions that must be accessible by this role.
You can give the appropriate permissions based on Transactions, Reports, Lists, Setup, and Custom Record. Select the level of permission i.e. View, Create, Edit or Full.
Click Save to save the role