ANS-0686 · ROLES, PERMISSIONS & SECURITY
How to Enable Reminder Search Results for a NetSuite Role
Properly configuring role permissions is crucial to ensure that users can view relevant search results within their NetSuite reminders portlet.
Short answer
To allow a NetSuite role to display search results in the reminders portlet, two specific permissions must be added to the Role record. First, grant 'Find Transaction' under the 'Transactions' subtab. Second, add 'Perform Search' under the 'list' subtab. These permissions are essential for the search functionality to operate correctly and populate the reminders portlet.
Scenario
A NetSuite administrator is setting up a new custom role and needs to ensure that users assigned to this role can view specific search results within their reminders portlet. Without the correct permissions, the reminders portlet may not display the expected search data, hindering user productivity and access to critical information.
Solution
To enable a role to display search results within the reminders portlet, the following permissions must be added to the Role record:
Navigate to the Role record and select the 'Permissions' subtab.
Under the 'Transactions' subtab, add the permission 'Find Transaction'. This permission is essential for the search to appear in the reminders portlet.
Under the 'list' subtab, add the permission 'Perform Search'. This permission is also required for the search functionality to operate correctly.
Expert NetSuite Support
Need help with this NetSuite issue?
Roles, Permissions & Security consulting and configuration support