In order to provide NetSuite access to customers with a custom dashboard, we will have to customize the ‘Customer Center’ role.
For this, navigate to SetUp> Users/Role> Manage Roles
Click on the ‘Customize’ hyperlink in the ‘Customer Center’ role row.
Now, under the ‘Permissions’ subtab select the permissions you want to give to the customers for each transactions, lists, setup values and custom records.
You can also select the preferred forms under the Forms subtab.
Once the necessary permissions are provided, save the new custom role with a suitable name.
Open the customer record, that you want to provide the new dashboard access and enable the ‘Give Access’ checkbox. Select the new custom customer center role value to the role field.
You can also provide a password by enabling the ‘MANUALLY ASSIGN OR CHANGE PASSWORD’ checkbox.