Articles tagged #PERMISSION
Articles tagged
#PERMISSION

Adding Mobile Device Access Permission to Users

You can add the Mobile Device Access permission to individual users.

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Adding Mobile Device Access Permission to Roles

You can add the Mobile Device Access permission to roles that require access to the app.

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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.

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Roles and Permissions for Australia Bank Feeds SuiteApp

The Australia Bank Feeds SuiteApp has no built-in default or custom roles. To use the SuiteApp, you can either use the Accountant (ABFS) custom role or customize existing roles in your account.

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Custom Role Cannot Access Project Profitability Report

User with a custom role cannot access the Project Profitability report.

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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

  1. Navigate toSetup>Users/Roles>Manage Roles
  2. Custom Role:ClickEdit
  3. General:
    • Restrict Time and Expenses:RemoveCheckmark
  4. ClickSave

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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.

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User in a Custom Role Cannot Access Results on Event Saved Search Even When Event Permission is Added

When the Permission for Events is set to Full on the Custom Role, Events with Event Access of Show as Busy or Private are only visible to Administrator, Organizer of the event or Users that are listed under Attendees sublist.

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Add Permission to CSV Import Bin Records

A custom role is unable to perform a CSV Import for bins. When navigating to the Import CSV File page, the selection for Import Type : Supply Chain andRecord Type : Bin is not available.

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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."

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Show Results of Saved Search for Custom Roles When Using The Filter Amount Is Less Than 0

When user creates a Transaction Saved Search with Amount is less than 0 in Criteria tab, it might not be visible for custom roles, even if permissions were set up correctly by Administrator.

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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.

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Permission to Access Review Negative Inventory Page

Scenario :

User needs to identify which permission is needed to access Review Negative Inventory.

Solution :

  1. Navigate toSetup>Users/Roles>Manage Roles
  2. Custom Role: ClickEdit
  3. ClickPermissions
  4. ClickLists
  5. Permission:SelectItems
    • Level:Select at leastViewlevel
    • ClickAdd
  6. ClickSave

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Custom Accountant Role With Expense Report Permission Full Cannot Approve Expense Report via Approve Expense Report Page

The user has a Custom Accountant role with permission for theExpense Reportset toFull.Using the role, the user navigates to theApprove Expense Report page to view lists of expense reports for approval. Aftera checkmark is placed on theExpense Reportto approve and clickSubmit,the page reloads but theExpense Reportchecked is stillUnapproved.

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Custom Role with Make Journal Entries Permission is Unable to See Edit Button on Journal Entry

Custom RolewithFullpermission level onMake Journal Entriescannot see theEditbutton onJournal Entry.

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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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Create Custom Role That Is Able To Enter Memorized Transactions

An Administrator would like to have a custom role that able to enter memorized transactions.

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Create Save Search to Send Email Alerts to Sales Rep When New Sales Order Are Entered

Sales reps regularly monitors newly created orders that are entered under their name. You can create a saved search to sends email alert to sales reps automatically when there are new sales orders generated. This allows them to respond to their customer's order on a timely basis and also be updated on their sales standing.

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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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