ANS-1048 · ROLES, PERMISSIONS & SECURITY
How to Restrict User Access to NetSuite’s Print Checks & Forms Page?
Control user access to printing checks and other forms in NetSuite by managing permissions for underlying transaction types.
Short answer
Access to print checks and forms via Transactions > Management > Print Checks & Forms is controlled by permissions for the specific underlying transactions, such as Pay Bills or Customer Refund. Users without the necessary transaction permissions will be unable to print those specific forms from the page. Review and adjust user roles' transaction permissions to manage access.
Scenario
Organizations often need to restrict which users can print sensitive financial documents like checks or customer refunds from NetSuite. While the Transactions > Management > Print Checks & Forms page provides a centralized location for these tasks, administrators may seek to limit access to ensure proper segregation of duties and data security.
Solution
Access to the Transactions > Management > Print Checks & Forms page itself is generally available, but the ability to print specific items from this page is governed by the permissions assigned to the underlying transaction types. To restrict a user's ability to print certain forms (e.g., checks, customer refunds) from this menu path, administrators must adjust the permissions for the corresponding transaction records within the user's assigned role.
For example:
- To prevent a user from printing checks, ensure their role does not have 'Edit' or 'Full' permission for 'Pay Bills' or other relevant payment transactions.
- To prevent a user from printing customer refunds, ensure their role does not have 'Edit' or 'Full' permission for 'Customer Refund' transactions.
By managing permissions at the transaction level, organizations can precisely control which forms a user can generate via the Print Checks & Forms interface.
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