Users & Roles
Types of Login Pages for Your NetSuite Account
There are two different types of login pages for access to the NetSuite UI.
Cannot Log into NetSuite for Mobile
If you cannot log in, it could be due to any of the following:
Adding Mobile Device Access Permission to Users
You can add the Mobile Device Access permission to individual users.
Adding Mobile Device Access Permission to Roles
You can add the Mobile Device Access permission to roles that require access to the app.
Mobile Device Access Permission
Administrators can control who has mobile access to their NetSuite accounts by enabling or disabling the Mobile Device Access permission for each role. This enables administrators to control mobile access on a role-by-role basis.
Custom Role Cannot Access Project Profitability Report
User with a custom role cannot access the Project Profitability report.
Custom Roles Added to the Employee Record Are Not Showing up on the View All Roles Link
Users cannot see custom roles that were given to them in the View My Roles page. There are multiple ways to troubleshoot the behavior such as:
How to Set Up an Authenticator App for 2FA Settings
As ofMarch 1, 2023, users setting up or resetting their 2FA configurations are highly encouraged to install and use the Authenticator App option to generate verification codes.
Assigning a Supervisor to an Employee
In NetSuite, supervisors can approve the following for their supervised employees:
Adding an Employee
Employee records enable you to maintain information about your employees including contact details, payroll, human resources data, and access permissions.
Resolve Inability for Custom Role to Edit Purchase Orders via Inline Editing
Scenario
Custom role with Purchase Order permission, set to Edit access level, is unable to edit Purchase Orders via Inline Editing.
Solution
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role:ClickEdit
- General:
- Restrict Time and Expenses:RemoveCheckmark
- ClickSave
Permission to Edit Vendor Bill Even When Posting Period for AP Transactions Is Locked
A non-administrator needs to edit a Vendor Bill but the posting period for their A/P Transactions is locked.
Error When Accessing Saved Search Using Custom Role
A Custom Role views aSaved Searchbut is receiving a notice: "You cannot perform this search because you do not have permission to access employee data. For more information, contact your system administrator."
Create a Custom Administrator Role That Does Not Have Any Access to Financial Data
User wants to utilize anAdministratorrole thatdoes not have any access to their financial data.
User Cannot Log in to Sandbox After Refresh
A request for a Sandbox account refresh was made, but after the activation of the new copy, some users are unable to access the Sandbox account.
Scheduled Version Upgrade Dates and Refresh Requests
During the upgrade period for a new release of NetSuite, please pay attention to your scheduled upgrade date. Do not request a sandbox refresh when the upgrade date is near. A sandbox refresh request will fail if it does not complete before your scheduled version upgrade begins.
Update Security Questions Link
The first time you log in to NetSuite, you are prompted to set up three security questions that are used to verify your identity. You have the option of changing these questions and answers.
If You Forget the Answers to Your Security Questions
Since you are not often prompted to respond to the security questions you set up, you may occasionally forget your questions, or the answers you provided. The easiest way to handle this is when you are logged in to NetSuite. Click theUpdate Security Questionslink in theSettingsportlet. Select new questions, or provide answers to your existing questions.
Unable to See the Fulfill Button on Transfer Orders Using a Custom Role
User with custom role is unable to see the Fulfill button when opening an existing Transfer Order with Pending Fulfillment status.
Permission to Access Review Negative Inventory Page
Scenario :
Solution :
- Navigate toSetup>Users/Roles>Manage Roles
- Custom Role: ClickEdit
- ClickPermissions
- ClickLists
- Permission:SelectItems
- Level:Select at leastViewlevel
- ClickAdd
- ClickSave