Creating or Customizing Roles to Use Transaction Email Capture
An administrator can create or customize roles for the Transaction Email Capture SuiteApp. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.
By default, the following roles can access the Transaction Email Capture subtab in the vendor record:
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Administrator
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A/P Clerk
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CEO
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CFO
Other roles need the Vendor Bill Sender permission to access the subtab.
To grant the vendor bill sender permission to custom roles:
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Go to Setup > Users/Roles > Manage Roles.
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Click Edit next to the role you want to give access to the Transaction Email Capture subtab.
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On the Permissions subtab, go to the Custom Record subtab.
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From the Records list, select Vendor Bill Sender.
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In the Level column, select Full.
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To save the custom role record, click Save.