ANS-1539 · ROLES, PERMISSIONS & SECURITY

How to Allow Users to Remove Shortcuts from a Published NetSuite Dashboard?

NetSuite dashboard publishing includes a setting that controls user ability to remove shortcut links.

Short answer

To enable users to remove shortcuts from a published NetSuite dashboard, ensure the "Lock shortcut" checkbox is unchecked during the dashboard publishing process. If "Lock shortcut" is enabled, the published shortcut list cannot be modified by users.

Scenario

Users are unable to remove or modify shortcuts from a NetSuite dashboard that has been published to their role. This occurs because the dashboard's publishing settings prevent any changes to the shortcut list by the assigned roles.

Solution

The key to allowing users to remove shortcuts from a published dashboard lies in the "Lock shortcut" setting during the dashboard publishing process.

  1. When publishing a dashboard, locate the "Lock shortcut" checkbox.

  2. To enable users to remove shortcuts, ensure this checkbox is unchecked (set to false).

  3. If "Lock shortcut" is checked, the shortcut list published with the dashboard will be unmodifiable by the roles it was published for.

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