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
Tag: custom role
Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them
Scenario: How to restrict the sales reps from viewing other customer’s which are not assigned to them Solution: First identify whether the sales rep has custom role. Then login as administrator 1 Go to Setup>Users/Roles>Manage Roles 2 Edit the custom role 3 In Employee restrictions drop down field set Own and subordinates only . If you want them to see Unassigned … Continue reading Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them
Core Administrator Permission
Core Administrator Permission
Missing Related Record Tab on Transactions/Records Using Custom Role
The Related Records tab is not a default permission to some roles/customer roles, this privilege needs to be added on the role so that all transaction records/history of a record being viewed using several roles will show the ‘Related Records’ tab, like the one that an administrator can access. To set that, using administrator role, go to : 1) Setup>User/Roles>Manage… Continue reading Missing Related Record Tab on Transactions/Records Using Custom Role
Custom Role is missing in View All Roles page
Custom Role is missing in View All Roles page
Vendor center access
For vendors restricted the purchase order permission to view level. Created custom tab for vendors.