Setup Restriction for Customers & SO Transactions

We are in the process of implementing NetSuite and I’m doing the initial configuration. We are a non-profit and I need to be able to hide all donors and their donations (customers and cash sale records) from most roles. Only a few roles will have access to these records.

Edit for clarity: I need to create roles that have access to the customer and sales order records, but have a restriction to “hide” donors and their donations (but all other customers across all locations should be visible).  I can add an extra location, but setting up the restriction that way prevents me from setting employees to their actual location because I really need them to be able to see all of the locations (except donors).  Hopefully that makes sense.

We only have 1 subsidiary. The only other way I can think to do it is with a new location, but the available restrictions are:

None

Own, Subordinates, and Unassigned

Own & Subordinates

We have 6 locations with no hierarchy currently, and most of our users will be set up with a default location but will be able to see/transact across all 6. Make the locations hierarchical and assign a user to their warehouse, they will no longer be able to see the other warehouses. I can assign them all to the parent but then they would have to change the location on every transaction they create, correct?

Is there some other way that I’m not thinking of?

Rookie Asked on March 11, 2020 in Administration.

You may have omitted some information from your problem. I do not see the issue. You said:

We are a non-profit and I need to be able to hide all donors and their donations (customers and cash sale records) from most roles. Only a few roles will have access to these records.

 

So what is the gap?

on March 11, 2020.

Sorry if this wasn’t clear.  I need to have roles that have access to customer and sales order, but I need to restrict a segment of those customers and their associated transactions from those roles.  So regular customers and sales orders are accessible, but donors and donations are not.  I am thinking of doing this by restricting users to their location only, but that has some drawbacks.  Just wondering if there is another way…

on March 11, 2020.
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1 Answer(s)

You can accomplish this on the user role.

Rookie Answered on March 11, 2020.

See my comment to Olivier above.  My original question was not clear – I need to allow access to customers and SO with the exception of a certain segment of customers and transactions.

on March 11, 2020.
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