To set a default form for roles: Go to Setup > Users/Roles > Manage Roles. Click Customize next to the role you want to set a form for. Enter a name for your custom role. Click the Forms subtab. Click the section you want to set default forms for. Transaction – Set default forms for… Continue reading Setting Default Forms for Roles
Tag: Roles
Unable See Custom Role for Sandbox Under View All Roles Dropdown
Scenario: User refreshed Sandbox but the Custom Role does not appear under the View All Roles list. Solution Troubleshooting steps: Reset user’s the password to make sure that the passwords match with production and sandbox Remove the permissions set up SAML Single Sign-on and SAML Single Sign-on from the Setup subtab of the custom role Added a standard role and another custom… Continue reading Unable See Custom Role for Sandbox Under View All Roles Dropdown
How to setup Custom Employee Role with Integration capabilities
Scenario Customer wanted to create a role or edit a role that would only be Employee Specific. The permissions will only focus on Employee records with view capabilities and Web Services Integration. Solution Follow the steps below to resolve the concern of the customer: Navigate to Setup > Users/Roles > Manage Roles Look for the Employee Center Role > Click Customize Setup the Permissions below… Continue reading How to setup Custom Employee Role with Integration capabilities
Standard Roles and SuiteSuccess Roles in NetSuite
NetSuite offers a variety of roles to support different user functions and workflows across departments. These roles range from standard roles available in all NetSuite instances to specialized roles that come as part of the SuiteSuccess bundles, designed to provide industry-specific functionality. Knowing these roles and their permission levels is essential for setting up and… Continue reading Standard Roles and SuiteSuccess Roles in NetSuite
Error: Custom Role Is Unable to Use Email Under Actions on Transaction Records
Scenario When the user of the Custom role is trying to use the Email function under Actions on Transaction Record, nothing happens, and no email is being sent. Also, when navigating to Communications > Email there is no message being recorded. Solution Log in as administrator Navigate to Setup > User/Roles > Manage Roles Custom Role: Click Edit Click Lists Permissions: Select Track Messages Level: Select Edit… Continue reading Error: Custom Role Is Unable to Use Email Under Actions on Transaction Records
Difference in search count during accessing via different roles
Scenario: there is a discrepancy in the saved search total count when accessed via Administrator role and R1 role. When logged via Administrator role, we could see that the total count of the search output is 185 whereas R1 returns 171 Solution: Admin login search : R1 role logged in same search at same time This… Continue reading Difference in search count during accessing via different roles
Permission to Edit Exchange Rate on Existing Transactions
Scenario The transaction date controls the exchange rate value in a transaction based on data found in Lists > Accounting > Currency Exchange Rates. For non-administrator roles, the Exchange Rate field is grayed out when user tries to create or modify a new transaction due to lack of permission. Solution To allow users to modify the value in the Exchange Rate field for non-base currency transactions,… Continue reading Permission to Edit Exchange Rate on Existing Transactions
Permission to Make a Saved Search Public
Scenario Create a Saved Search available to Public but the option to mark the Public field is missing. Solution 1. Navigate to Setup > Users/Roles > Manage Roles 2. Click Edit beside the Role 3. Click Permissions 4. Go to Lists > Permissions 5. Add Publish Search Level: Full 6. Click Save button
Post Journal Entry to a Closed Period using Custom Role
Scenario User would like to record a journal entry using a custom role but not able to see options to select a closed period. Solution User may perform below steps to select a closed period in posting period. Using Administrator role, add permission for custom role. Go to Setup > User/Roles > Manage Roles Click Edit to Custom role Under Permissions tab, go… Continue reading Post Journal Entry to a Closed Period using Custom Role
Remove Roles in Bulk
We have about 100 Users that, we need to remove their existing role and replace it with a new role. So client would like to know whether there is any way to remove a role in bulks. Solution We can use CSV import function and click the overwrite sublist under advanced options to overwrite the… Continue reading Remove Roles in Bulk