122 results total
Browse practical NetSuite answers in Roles, Permissions & Security, filtered by topic, audience, and difficulty.
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To control visibility for NetSuite standard fields, administrators should utilize separate custom forms tailored to specific user roles. These forms can be configured to show or hide standard…
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There is no direct setting to make NetSuite List/Record fields "static" by automatically removing the '+' (Add New) button. While user permissions restrict record creation, the '+' sign's…
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NetSuite sandbox user access depends on refresh settings. During a refresh, administrators can choose to copy all production users or only the original admin. Post-refresh, administrators can grant…
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To customize the Partner Center, set the desired search list view as preferred for the Partner Center role. Navigate to the role record's Searches subtab and configure the…
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The 'Billing Questions' page (Setup > Company > Billing Questions) in NetSuite is universally accessible, requiring no specific permissions. Even roles created without any assigned permissions can access…
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To display dashboard-related information on a customer list, customize the customer search view. While a standard 'Dashboard' column is not directly available, a relevant column can be configured…
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To display the 'Transactions' subtab on the 'Sales' tab of a NetSuite customer record, the user's role must have the 'Lists > Financial History' permission. This permission needs…
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To duplicate a standard NetSuite role, click "CUSTOMIZE". For a custom role, click "EDIT" and then use the "SAVE AS" option. This allows administrators to efficiently create new…
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To enable the corporate card account dropdown on expense reports in NetSuite, ensure the user's role has 'Full' permissions for 'Expense Report' (under Transactions), and 'Employee record' and…
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To enable non-administrator roles to view customer email search results in NetSuite, modify the "Inbound Emails" saved search. Under the 'Criteria' tab, add: "Customer fields: Internal ID (number)…
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To resolve missing Income Statement access and KPI visibility, verify the Report Type for Income Statement layouts under Reports-Financial-Financial Row Layouts is set to 'Income Statement'. Then, navigate…
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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…
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