ANS-1794 · ROLES, PERMISSIONS & SECURITY
How to Grant Sales Person Role Access to the Transaction Sublist in NetSuite
Enable the Sales Person role to view the Transaction sublist by adjusting a specific permission in NetSuite.
Short answer
To grant the Sales Person role access to the Transaction sublist in NetSuite, navigate to the role's permissions and add the 'Financial History' permission with a 'View' level. This ensures sales personnel can see relevant transaction details directly on records, improving their ability to track customer interactions and financial data.
Scenario
Users assigned to the Sales Person role in NetSuite may find they lack the necessary permissions to view the Transaction sublist on various records. This limitation prevents them from accessing critical financial history and transaction details directly, hindering their ability to track sales activities and customer financial interactions effectively.
Solution
To grant the Sales Person role access to the Transaction sublist, administrators must adjust the role's permissions by adding 'Financial History' with 'View' access.
Navigate to Setup > Users/Roles > Manage Roles.
Locate and edit the 'Sales Person' role.
On the role's definition page, select the 'Permissions' subtab.
Under the 'Lists' subtab within Permissions, add the 'Financial History' permission.
Set the access level for 'Financial History' to 'View'.This configuration ensures that users assigned to the Sales Person role can view the Transaction sublist on relevant records.
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