Role and Dashboard Setup : Suitesuccess

Roles from SuiteSuccess Bundles

This edition comes with delivered custom Roles. Customize the role and adjust permission levels as required by the Customer following the steps below.

IMPORTANT NOTES:

• To see only the SuiteSuccess roles, set the filter for ‘From Bundles’ to the bundle ID of the SuiteSuccess – Customization|STR E 
• Do Not Save the Role until the dashboard is selected.  The dashboard cannot be selected or changed after the role has been created.
• It is extremely important to follow the same steps below for each role.  
• If a role is created without a selected Dashboard, the role must be deleted and re-created.
• A list of dashboards delivered with the SuiteSuccess – Customization|STR E bundle is available in the Bundle Details on the Components tab.

In the Administrator role navigate to Setup à Users/Roles à Manage Roles

1. Locate the delivered SuiteSuccess role
2. Click Customize
3. Select applicable Subsidiaries for role to access
4. Provide a descriptive Name for the role
   1. Example: “[Customer Name] – Controller” where Customer Name is the company name of the customer and Controller is the role
5. Assign a unique NetSuite ID    
6. On the Dashboard Tab select the appropriate Published Dashboard for the role
7. Click the Save button