Scenario A user wants to create a Saved Search to show the all the changes made to a role. Solution Navigate to Lists > Search > Saved Searches > New Search Type: Click Role Click Criteria Click Standard Filter: Select Custom Custom: Select Yes Click Set 5. Click Results 6.Click Columns Field: Select Name Select Permission Change Select Permission Change Level Select Permission Change Date 7.Click Available Filters Filter: Select Permission Change Date Show in Filter… Continue reading Create a Saved Search to Show Changes Made to a Role
Tag: Role
SuiteQL Access Issue for Custom Record – Troubleshooting and Solution
Issue Summary: A user is unable to access the custom record customrecord_jj_intercompany_invoice via SuiteQL API, despite having the necessary permissions granted in their role. The user can access the record through the NetSuite UI, but SuiteQL returns no results. This article explores the potential causes and the solution for this issue. Root Cause Analysis: Upon… Continue reading SuiteQL Access Issue for Custom Record – Troubleshooting and Solution
Resolving Custom Roles Not Displaying Fields on Record Forms
Users with a custom role cannot see certain fields on record forms, even though the role permissions seem correct. Cause: The field is restricted by role-based access settings. The form assigned to the role does not include the field. The field is marked as hidden or not available for the specific record type. Solution: Check… Continue reading Resolving Custom Roles Not Displaying Fields on Record Forms
New Specialized Users
CRM Role : The Specialized User: CRM role is a standard role with predefined permissions that enables you to manage sales, CPQ, marketing, support, and other CRM activities in NetSuite. Use this role to work with Campaigns, Opportunities, Quotes, Sales Orders, Cases, and other customer-related records, and CPQ functionality. You can customize this role to… Continue reading New Specialized Users
Unable to select a role during Login attempt
Encountered a user cannot select a role during login. User unable to select, the role states as “N/A” Access was given with those roles. User cleaned her cache. Answer: If the role has SSO enabled, then you cannot login via NS URL. There is a separate URL which will be generated for login via company… Continue reading Unable to select a role during Login attempt
Streamlining Role Creation in NetSuite: Customer Center, Employee Center, Partner Center, or Vendor Center
Creating roles in NetSuite is a fundamental task for administrators to tailor user access and permissions within the system. However, when attempting to create roles from scratch, administrators may encounter limitations, particularly when selecting center types such as Customer Center, Employee Center, Partner Center, or Vendor Center. Upon navigating to Setup > Users/Roles > Manage… Continue reading Streamlining Role Creation in NetSuite: Customer Center, Employee Center, Partner Center, or Vendor Center
Resolve Error: “EntityOrRoleDisabled”
Solution: When trying to connect NetSuite through integration using TBA, received a detail message “EntityOrRoleDisabled” in Login Audit Trail. Customer have a web service role which has permissions of Access Token Management, Log in using Access Tokens and User Access Tokens. Solution Navigate to Setup > Company > Enable Features. Under SuiteCloud tab, Manage Authentication… Continue reading Resolve Error: “EntityOrRoleDisabled”
Resolve “Content on this page is missing crucial information…” error when signing into SMT using a Custom Employee Role
Scenario Error “Content on this page is missing crucial information. This can happen if you manually edit or delete content records in NetSuite. To correct the problem, in NetSuite, delete the CMS content record with ID x and use Site Management Tools to add the content back to this site” is being received when signing… Continue reading Resolve “Content on this page is missing crucial information…” error when signing into SMT using a Custom Employee Role
The user is unable to view one of the accounts they have access to on the “View All Roles” page.
Customer has access to Account “124567 Company A” using the email address abc@noemail.com. The same customer was given access to another NetSuite account. For instance, Account 012456 Company B, using the same email address (abc@noemail.com). When the customer log in to his account, he cannot see the role/s assigned to him for Account 012456 Company… Continue reading The user is unable to view one of the accounts they have access to on the “View All Roles” page.
Role Of User Acceptance Testing In Software Development
User acceptance testing (UAT) is a critical phase in the software development lifecycle that involves testing software from the end-user’s perspective. It is a process of verifying that the software meets the requirements and expectations of the end-users and is ready for release. The primary goal of UAT is to ensure that the software is usable, effective, and meets… Continue reading Role Of User Acceptance Testing In Software Development