ANS-1853 · ROLES, PERMISSIONS & SECURITY
What Permissions Are Available in NetSuite Customer Center?
Understand the typical access levels and functionalities customers can utilize within their NetSuite Customer Center portal.
Short answer
The NetSuite Customer Center provides customers with various permissions, including viewing sales transactions, creating estimates, editing customer payments, and managing their profile and support cases. Access to specific features like price lists or exporting data may depend on custom configurations.
Scenario
NetSuite users often need to understand the scope of permissions available to customers accessing their Customer Center. This knowledge is crucial for configuring customer roles effectively and ensuring customers have appropriate access to view their transactions, manage their information, and interact with support.
Solution
The NetSuite Customer Center provides customers with a range of permissions, allowing them to perform various actions within their portal. The highest typical permission levels include:Cash Sale ViewCredit Memo ViewCustomer Deposit ViewCustomer Payment EditDeposit Application ViewEstimate CreateFind Transaction View (for specific transaction types)Fulfill Orders ViewAbility to view price lists (may vary based on configuration)Generate Statements CreateInvoice ViewItem Fulfillment View (for status)Return Authorisation CreateSales Order EditAccounts Receivable Register ViewCases EditContacts EditCustomer Profile EditAbility to export lists (may vary based on configuration)Non Posting Registers ViewPerform Search FullAbility to track support case messages (interaction with support cases)Access Custom Records, if the permissions are set up correctly.This list reflects common functionalities available to customers, though specific access can be tailored through role customization.
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