ANS-1368 · ROLES, PERMISSIONS & SECURITY
How to Configure Role Access for Custom Records in NetSuite
Understand the fundamental method for controlling user permissions to custom records by configuring access types directly on the record definition.
Short answer
NetSuite custom record access is primarily managed by defining the 'Access Type' directly on the custom record. This setting allows administrators to choose between role-based or custom-record-based permissions. While this establishes the primary control, NetSuite's layered permission model means other system settings and precedence rules can interact with or influence the effective access granted.
Scenario
Organizations often need to control which users or roles can view, edit, or create specific custom records within NetSuite. Without proper configuration, users may have either too much or too little access, leading to data security concerns or operational inefficiencies. The challenge lies in understanding where and how to define these permissions effectively.
Solution
To define access permissions for a custom record in NetSuite, administrators must configure the 'Access Type' directly on the custom record definition. This setting determines the primary method for managing permissions.
Navigate to the custom record definition.
Locate the 'Access Type' field.
Select the desired access management method:
- Role-based access: Permissions are managed through standard NetSuite roles.
- Custom-record-based access: Permissions are managed directly on the custom record itself, often through specific permission subtabs or fields.
While this configuration establishes the primary control for custom record access, it is important to note that NetSuite's comprehensive permission model involves multiple layers and precedence rules. Other system settings, such as record-level permissions, ownership, or global permissions, can interact with or influence the effective access granted to users, potentially overriding or modifying the initial 'Access Type' setting.
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