ANS-1588 · ROLES, PERMISSIONS & SECURITY
Why Can’t I Save Transaction Saved Searches in NetSuite?
Discover the critical NetSuite role permissions needed for custom administrative roles to create and save transaction-based saved searches.
Short answer
To enable a custom administrative role to create and save transaction saved searches, ensure both 'Perform Search' and relevant 'Transaction' permissions are set to Full access. The specific transaction permissions depend on the data the role needs to access for search creation, as custom roles do not inherit all permissions by default.
Scenario
Users assigned to a custom administrative role in NetSuite may encounter an issue where they can only preview, but not save, transaction saved searches. This problem arises when the role lacks the necessary permissions to complete the search creation process, even if the 'Perform Search' permission has been granted.
Solution
Custom roles in NetSuite, even those designed for administrative purposes, are typically created with minimal permissions. To allow such a role to create and save transaction saved searches, the following permissions must be explicitly configured:
Verify that the
Perform Searchpermission is set toFullaccess.Add the required
Transactionpermissions and set them toFullaccess. The specificTransactionpermissions needed will correspond to the types of transactions the role must access for saved search creation. For instance, if the role needs to create searches involving Sales Orders, theSales Orderpermission must be granted.
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