roles – NetSuite Professionals

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Bulk Update Report Access
Hi all, I’m in the process of moving all users from Admin users to more appropriate roles. This way, …
reports

roles

users

max1995 Rookie Asked on November 11, 2024 in Reports.
- 888 views
- 1 answers
- 0 votes
Determining which features need to be enabled for system-default roles.
I’ve been trying to find a source of truth for which features under “Enable Features” are required to enable the …
roles

matthewsd Rookie Asked on April 10, 2024 in Best Practices.
- 739 views
- 0 answers
- 0 votes
Rearranging Subtabs On Home Screen
Hello, Under our Procurement role I would like to move some options from the Receiving subtab to the Procurement subtab …
admin

roles

User2351 Rookie Asked on December 20, 2023 in Administration.
- 743 views
- 1 answers
- 0 votes
“-system-” updates to custom role permissions?
It is my understanding that you should always create a custom role instead of using the standard role. The logic …
roles

ChristinaEvans Rookie Asked on August 11, 2023 in Administration.
- 1K views
- 1 answers
- 0 votes
How to add Avalara Functionality to Custom Role
Hi there! I am trying to add Avalara functionality to one of our custom roles. I have added Avalara to …
administration

AvaTax

permission

roles

setup

lundb189 Rookie Asked on July 8, 2023 in Administration.
- 1K views
- 0 answers
- 0 votes
Customer Creation Permission
I’ve just started looking at permissions and I’m trying to work out exactly what permission allows the user to create …
Customer

permission

roles

Budfudder Rookie Asked on June 18, 2022 in Administration.
- 2K views
- 1 answers
- 0 votes
Exporting & Importing Roles
Hi, I’m new to the world of NetSuite and have created several roles in Sandbox. They passed UAT, so now …
permission

roles

Wes_Mo Rookie Asked on February 7, 2022 in Administration.
- 4K views
- 1 answers
- 0 votes
How to enable Mass Updates for Amortization Schedules
Background: As an administrator role, I could see 20 action categories on the Mass Update page. On other roles, there …
permission

roles

setup

stevenDev Rookie Asked on December 20, 2021 in How To's.
- 1K views
- 0 answers
- 0 votes
Contact Emails based on role to customer record ONLY
I need a way to concatenate contact email addresses based on their role to the customer record. Right now, it …
contact

Custom field

email

roles

Saved Search

JessicaBickis Rookie Asked on November 8, 2021 in Saved Searches.
- 2K views
- 2 answers
- 0 votes
Employee Records Import
I was able to import name, email, job title, etc. for 100 new users no problem but does anyone know …
Import

roles

HRM Rookie Asked on July 20, 2021 in Administration.
- 2K views
- 1 answers
- 1 votes