ANS-1361 · ROLES, PERMISSIONS & SECURITY
How to Apply Role-Based Restrictions to Custom Records in NetSuite?
NetSuite administrators can configure custom records to enforce role-based access restrictions for standard classifications like department, location, class, or subsidiary.
Short answer
To apply role-based restrictions to a custom record in NetSuite, create a custom field of type 'List' or 'Multi-Select' on the custom record. Ensure this field uses the same list type (e.g., Department, Location) as the restriction you intend to apply. Finally, check the 'Apply Role Restriction' box on the custom field definition. This configuration will enable the custom record to respect role-based access for the selected list.
Scenario
Organizations often require granular control over data visibility within NetSuite, extending beyond standard records to custom records. A common requirement is to restrict access to custom record instances based on a user's assigned role and their associated departmental, location, class, or subsidiary permissions. Without proper configuration, custom records may not automatically inherit these role-based restrictions.
Solution
To restrict a custom record based on role for classifications such as department, location, class, or subsidiary, follow these steps:
Create the custom field intended for restriction on the custom record.
Ensure the field type is either 'List' or 'Multi-Select'.
Configure the field to use the same list as the desired restriction (e.g., Department, Location, Class, Subsidiary).
Check the 'Apply Role Restriction' box within the custom field's definition.Once these steps are completed, the custom record will be recognized as having a restriction applied based on the selected list.
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