In order to perform the steps below, use the Administrator role. Navigate to Setup > Users/Roles > Manage Roles Click Edit/Customize by the Role for which the custom form will be restricted Click Forms tab Click Transaction subtab Find the forms with a Opportunity Type Preferred: Enter Checkmark by the form you want to restrict for this Role Enabled: Remove Checkmark for other Opportunity forms Click Save
Tag: Roles
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
The assigned role is not displaying in view all my roles
If the assigned custom role is not showing in view all my roles list for a user: Open the Custom role record by Go to Setup> User/ Role> Manage Role Open the Role > Click Edit Go to the permissions Subtab and under Setup check these permissions are added or not SAML Single Sign-on Set… Continue reading The assigned role is not displaying in view all my roles
Remove Standard Center Tabs for Roles
Remove Standard Center Tabs for Roles
Restricting custom records on role basis
Custom records can be restricted on a role-level basis. so that the user logged in the respective role won’t get access to that custom record. For restricting a custom record Go to Setup> User / Role> Manage Roles Edit the respective role to be restricted under forms subtab> Custom record uncheck the corresponding to each… Continue reading Restricting custom records on role basis
Restrict Employees from seeing other user’s Expense Reports for Approval
Restrict the employees from seeing other employees expense report for Approval and they need to view only their subordinates Expense reports or the same department’s Expense Report.
Add Custom Action to New Role
Description There is custom action for us called “VERIFY SO”. Currently this action is allocated to “WAREHOUSE” role only. Can you please make this custom action available to WMS MOBILE OPERATOR role? Solution We have checked the WMS Mobile Operator role in the roles list and identified that it used the center type “WMS”. So… Continue reading Add Custom Action to New Role
Customize a new role and test it from Postman
Description Generate a new token with the customized permissions and test it by using postman. Solution Customized a new role that uses Classic center and assigned limitd permissions as your requirement. In the permissions -> setup, should add the following to generate access token and web services. Then assign this role to the corresponding employee… Continue reading Customize a new role and test it from Postman
Search is not working in the Extension
The search is not working in the extension. But the search is working in Netsuite. Issue: There are two functions in the extension for getting details of files and folders from the backend(suitescript file), In the execution log of the corresponding ssp application, it is showing as blank object value is not getting. Solution 1:… Continue reading Search is not working in the Extension
Role and Dashboard Setup : Suitesuccess
Roles from SuiteSuccess Bundles This edition comes with delivered custom Roles. Customize the role and adjust permission levels as required by the Customer following the steps below. IMPORTANT NOTES: To see only the SuiteSuccess roles, set the filter for ‘From Bundles’ to the bundle ID of the SuiteSuccess – Customization|STR E Do Not Save the… Continue reading Role and Dashboard Setup : Suitesuccess