One of the hardest parts of creating roles in NetSuite is understanding which permission is required to perform each task. Roles and permissions in NetSuite can create a frustrating game of trial and error when you don’t have the right information to guide you.
The NetSuite permissions list linked below (scroll to the end of this article for the link) is an ever growing list of all permissions available in NetSuite.
The file contains the following columns –
- Permission Name
- Usage Description
- Minimum Selectable Level
- Minimum System Level
The permissions tab of a NetSuite role is broken down in to five subtabs. They are as follows –
- Transactions – Permissions related to transaction records and transactional processes.
- Reports – Access surrounding reports.
- Lists – Access to lists, classifications and source records.
- Setup – Administrative and configuration permissions.
- Custom Record
The Custom Record tab is not featured in this NetSuite permissions list document. The permissions found on the Custom Record tab will vary for every NetSuite account. This subtab includes permissions for both NetSuite and third party bundles and add-ons.
Minimum Selectable Level
The level set against a permission determines how much access is given. The available permission levels are as follows –
- None – The permission is not defined and the user has no access at all.
- View – The user can view the page, record or transaction but nothing more.
- Create – The user can view and also create their own.
- Edit – The user can view, create their own and edit previously generated.
- Full – The user has full access to the page, record or transaction including the ability to delete if it is available.
Some permissions only allow a selection of these levels to be set.
The value listed on the spreadsheet indicates the minimum level available for access to the function detailed in column C.
Minimum System Level
The minimum system level is the minimum valid level selectable for a permission in the system. Where this column differs to the minimum selectable level value, the minimum system level takes precedence.
Limitations to the NetSuite Permissions List
The most obvious thing to consider is that permissions can and will change. The list is only accurate as of its most recent update.
NetSuite release system wide updates twice a year and smaller bundle updates throughout the year. These updates may affect permissions. Mitigate the risk presented by this by thoroughly testing all permissions changes you make.
Something this spreadsheet does not take in to consideration is that permissions often work in conjunction with each other. You may find that you assign the required permission but the user still doesn’t have access to the desired feature. Take instruction from SuiteAnswers and NetSuite Help and always thoroughly test.
Employee Center type roles treat permissions differently to others. All available permissions are listed on the role record and cannot be removed. These roles are where you would use the None level type as opposed to removing a permission.
You may also find that the scope of levels available for a permission is different when using an Employee Center role.
|If you are using the Global Permissions feature, bear in mind the worksheet below does not state whether a permission is available to be used for global permissions.
The NetSuite Permissions List
Access the NetSuite Permissions List here – NetSuitePermissionsUsage.xls