Some Standard Center Tabs can be removed for Custom and Standard Roles. If the “Set Up Custom Tab” link can be seen under Center Tab Overview, then this Tab can be removed for a Role. 1. Navigate to Setup > Users/Roles > Manage Roles. 2. Customize the Role and note the Center Type. 3. In Permissions tab > Setup subtab > set Custom Center… Continue reading Remove Standard Center Tabs for Roles
Tag: Center Tab
Creating a center tab to display the reports in addition to the home dashboard.
Scenario: Need to display the reports in addition to the one displayed in the home dashboard in NetSuite. Solution: Go to Customization > Centers and Tabs > Center Tabs > New. In the Label field, enter a name for the tab.Users click the name to view the contents of the tab.From the Center list, select… Continue reading Creating a center tab to display the reports in addition to the home dashboard.
Login access for Auditor
Requirement: The client would like to create a guest login access for the role of Auditor. We can either create or assign guest access to one of the NetSuite ID The access should only have permission to view the Reports, Saved Searches, and Workbook. Solution: Create a new Center tab: Auditor Center Create a new… Continue reading Login access for Auditor
Dashboard Tiles and Center tab Setup : SuiteSuccess
Dashboard Tiles Set Up This edition comes delivered with custom Dashboard Tiles. Share the delivered Dashboard Tiles with the newly created Customer roles by following the steps below. NOTE: Follow this process for all roles. In the Administrator role navigate to Setup à Dashboard Tiles à Roles Update Target Role: This is the role created based on the… Continue reading Dashboard Tiles and Center tab Setup : SuiteSuccess