Users & Roles

To add the My Login Audit portlet to your dashboard:

ClickPersonalizein the upper right corner of your dashboard or usePersonalize Dashboardin theSettingsportlet.

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Remove the Ability to Give Access to a Custom Role but Still Allow Editing of Employee Record

When a user is granted Edit access for the Employee Record permission, that user will also have the ability to Give Access to new or existing employees. There is no specific permission to restrict a user from providing access. Alternatively, you can hide the Access subtab by creating a Custom Form for a specific role.

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Permission violation: You need a higher permission for custom record type

A user with any role in NetSuite receives the error below after saving a record with a custom record type.

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Custom Role With Full Workflow Permission Could Not See Specific Workflow

There are scenarios when a Custom Role with full Workflow permissions is not able to view a specific Workflow. A possible reason for this is that the Workflow runs on a Record Type where the Custom Role does not have permission on. This article shows how to verify if the Custom Role affected has permissions for the Record Types configured on the Workflow.

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Managing Partners

A partner is a company with whom you have a business agreement, but who is not a customer or a vendor. Partner records can be created for companies and individuals that bring business to your company.

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Role Saved Search Not Visible to Custom Role

A user wants to let a custom role view and use an existing Role Saved Search.

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Restrict Custom Role From Accessing Purchase Order Register Report

The custom role can access the Purchase Order Register Report even when no permission for Vendors is granted to the role.

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Role Permissions > Access to Delete Open Deposits

A user creates a custom role with the ability to delete bank deposits and customer deposits.

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Role Permissions > Period Close Checklist

Here are the names of the permissions required for each task in the Period Close Checklist. Please note that some tasks may not appear here depending on the availability of certain features in the customer account.

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User Receives an Error "Only the user can change this password, as this user has access to more than one NetSuite account" when Giving Access to New Employee

User adds new Employee to Give Access and Default Password marked to be Required for Password Change on Next Login and received the following error:

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Track Logouts of Users

User can track what time an employee logs in to Netsuite but would like to know how to track employees' log off time.

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Process Expense Report for Employees Assigned in a Different Subsidiary with Different Currency

There are employees who need to process Expense Reports for a subsidiary to be paid in a different currency but they are currently assigned to a subsidiary which is in USD.The ability to assign employees to multiple subsidiaries is still a system limitation and is filed under enhancement: 150756.

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Permission Violation When Forwarding a Message From a Customer Record

Since User A does not have the necessary Permission for the Transaction where the Email originated from, he is not able to forward messages that originated from Transactions. However, user can send or forward Emails that originated from Customer records.

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Enabling Payroll Tab on Administrator Role

An user needs to access Payroll tab functionality using an Administrator role instead of Payroll Admin role. Payroll tab is added on Payroll Admin role by default.

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