122 results total
Browse practical NetSuite answers in Roles, Permissions & Security, filtered by topic, audience, and difficulty.
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To enable users to remove shortcuts from a published NetSuite dashboard, ensure the "Lock shortcut" checkbox is unchecked during the dashboard publishing process. If "Lock shortcut" is enabled,…
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To apply role-based restrictions to a custom record in NetSuite, create a custom field of type 'List' or 'Multi-Select' on the custom record. Ensure this field uses the…
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Yes, NetSuite natively supports attaching files to purchase requests directly from the Employee Center role. Users can utilize the Communication tab on the purchase request transaction to upload…
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To change a former NetSuite employee's email, first edit the employee record and delete the existing email, removing access if applicable, then save. Re-edit the record, enter the…
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To change the owner of a NetSuite saved search, administrator access is required. The current search owner cannot transfer ownership without administrator permissions. The only workarounds are for…
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To change a user, deactivate their access and remove their role. If the user was a primary contact, submit a self-service request via the NetSuite 360 - Plus…
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NetSuite custom records offer three access types: 'Require Custom Record Entries Permission', 'Use Permission List', and 'No Permissions Required for Internal Roles'. Each type dictates how user roles…
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To ensure stable NetSuite web services, always assign a default role to integration users. This minimizes potential issues during API calls. Additionally, explicitly specifying the role within your…
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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.…
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To configure SAML Single Sign-On (SSO) between NetSuite and Microsoft Azure Active Directory, organizations should follow the official integration tutorial provided by Microsoft. This guide details the necessary…
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To restrict access to the "Print Picking Ticket" button in NetSuite, ensure that the user's role has both "Sales Order" and "Fulfill Orders" permissions. If a role has…
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Control custom record access in NetSuite Partner and Customer Centers by either restricting search permissions and using before load scripts/workflows to block views, or by utilizing the custom…
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