Preferences must set be to Classic Interface to show Lists Center Tab. Navigate to Home > Set Preferences Click Appearance Classic Interface: Enter Checkmark Click Save
Tag: custom role
Viewing csv import status in custom role
By default, the csv import status, by navigating to Setup -> Import/Export -> Import csv status, will be visible only for administrator role. If the same is to be visible to custom roles, we need to navigate to Home -> Set Preferences -> Appearance and check the box “Use Classic Interface”. However, doing so will… Continue reading Viewing csv import status in custom role
Restricting Forms for Custom Roles in NetSuite
Restricting a form for a custom role in NetSuite ensures that users assigned to that specific role can only create or edit records using the designated form. This restriction prevents users with that custom role from accessing or using any other forms associated with the same record type. By doing this, the restricted form becomes… Continue reading Restricting Forms for Custom Roles in NetSuite
Custom Role with Full Import CSV File Permission Unable to Select Custom Record as Import Type
Scenario User is unable to select Custom Record as Import Type with Full Permission on CSV and Custom Record. Solution Login as the Administrator Go to Setup > Users/Roles > Manage Roles Custom Role: Click Edit Click Permissions tab Click Lists subtab Permission: Select Custom Record Entries Level: Select Full Click Save Note: Do not forget to logout and then log back in using the custom role in order… Continue reading Custom Role with Full Import CSV File Permission Unable to Select Custom Record as Import Type
Show Budget Amount in the Reports when using Custom Role
Scenario The User wants to show Budget Amount in the Reports when using Custom Role. Solution 1. Using Controller Role, Navigate to Home > Set Preferences 2. Go to Analytics tab 3. Under Report by Period, select All Reports 4. Click Save
How to Grant Permission for Selecting Employees from Other Subsidiaries
In certain roles, permissions are limited to selected subsidiaries, restricting access to records only within those subsidiaries. However, there may be instances where you need to choose employees from other subsidiaries in fields that list employees. Here is a step-by-step guide to modify the role permissions to allow this functionality: Access the Specific Role: Navigate… Continue reading How to Grant Permission for Selecting Employees from Other Subsidiaries
Return Authorizations Page Is Not Available for Custom Role
If the Return Authorizations page is not available for Custom Role ,we can follow the below steps Login in as an Administrator Navigate to Setup > User/Roles > Manage Roles Custom Role: Click Edit Click Permissions Click Transactions Permission: Select Return Authorization Click Save
Custom Role That Can Only Create and Edit Item Records
An Administrator would like to create a custom role that only has the ability to create and edit item records. Solution: A. Create a Custom Center for the role Navigate to Customization > Centers and Tabs > Centers > New Label: Enter a Center nameExample: Custom Accounting Center Click Save B. Create a Custom Center Tab for Custom Center Navigate to Customization > Centers and Tabs > Center Tabs > New Label: Enter custom Center Tab nameExample: Custom Lists On… Continue reading Custom Role That Can Only Create and Edit Item Records
Make Copy on Item Record Does Not Work for Custom Role.
When viewing an Item record and clicking Make Copy, a custom role is not routed to the create new item creation page. Solution: 1. Navigate to Setup > Users/Roles > Manage Roles2. Custom Role: Click Edit3. Navigate to Permissions4. Click Lists5. Permission: Select Items6. Level: Select Edit7. Click OK8. Click Save
Change the default Customer Center role
When we edit the Customer Centre role in NetSuite, a new role is created with the updates. If we want all of our customers who register on the website to be assigned the new role by default, we need to change the preference in Netsuite. Setup > Company > General Preferences