Creating or Customizing Roles for SuiteApprovals

By default, the following roles get full permissions to the SuiteApprovals SuiteApp:

Important:

If you're using the Engineering Change Order feature from the Supply Chain Management SuiteApp, prebuilt Engineering Change Order custom forms and records can be accessed by a different set of roles. Additional permissions for nondefault roles and script deployments are also required. To see the roles list, additional permissions for custom roles, and script deployment instructions, see Customizing Roles for Engineering Change Order.

Other roles need additional permissions to use SuiteApprovals. For more information about customizing roles, see Customizing or Creating NetSuite Roles.

The following table shows the required permissions.

Subtab

Permissions

Level

Description

Custom Record

Approval Rule

Full

Enables users to set up approval rules.

Approval Matrix

Full

Mapping Setup

Full

Lists

Employees

Edit

Enables users to set up approval information and delegation.

Departments

Full

Enables users to set up roles, departments, or groups.

CRM Groups

Full

Setup

Bulk Manage Roles

Full

Custom Record

Department Approver

Full

Enables users to set up department approvers.

Lists

Custom Record Entries

Full

Departments

Full

Subsidiaries

Full

Employees

Full

After you've customized a role to access SuiteApprovals lists and records, you must complete the following requirements for all users and approvers:

Additionally, an Administrator must add the new custom roles to the corresponding script deployments:

To add access to these scripts to a custom role:

  1. Go to Customization > Scripting > Script Deployments.

  2. Click Edit next to the script deployment you want to update.

  3. On the Audience subtab, in the Roles field, select the roles you want to have access to the records used by this script deployment.

    You can select multiple roles by holding the Ctrl key while selecting each role.

  4. For SAS Approval Rule SU, SAS Approval Rule List SU, SAS Approval Rule Assistant, in the Execute as Role field, select Administrator.

  5. (Optional) For Approval Rule List SU, under the Links subtab, add a menu link for the custom role's center.

  6. When you're done, click Save.

Related Topics

General Notices