To give an employee access to your NetSuite account, you must ensure the employee record includes an email address, which serves as the user ID, and then complete the necessary information on the Access tab of the employee record.
To enable a non-administrator user to give access to a user, navigate to Setup > Users/Roles > Manage Roles > Customize a Role.
From this page, you must provide the permissions below to give them access to Employee Records and be able to give an access to the user:
You can also use Create permission level if you don't want the user to have an ability to delete a record. This enables them to only View, Edit and Create a record.
Once the permission is added, using the non-administrator role, navigate to Setup > Other Lists > Employees > New.
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Check the Send New Access Notification Email box to inform the user how to access your NetSuite account. The standard user access notification includes the email address to use for logging in to NetSuite, and also contains a URL so that the user can set up a NetSuite password.
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On the Roles subtab, assign one or more roles to this employee.
Each role includes a set of associated permissions that determine the data assigned users can see and the tasks they can perform.
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If the Global Permissions feature has been enabled on the Employees subtab at Setup > Company > Setup Tasks > Enable Features, a Global Permissions subtab is available where you can assign permissions directly on the employee record.
These permissions apply for all of the employee's assigned roles.
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Click Save.
Important Note: Non-admin users can only provide non-admin role and can only edit Employee record of non-admin users. |