Creating or Customizing Roles for SuiteApprovals

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

Accountant
Accounting Manager
Administrators

Important:

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

Other roles for SuiteApprovals need additional permissions to use the SuiteApp. The following table outlines the permissions required to use SuiteApprovals. For information about customizing roles, see Customizing or Creating NetSuite Roles.

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

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

Assign the Employee Center role to approvers. For more information about assigning roles, see Assigning Roles to an Employee.
Set the corresponding employee limits for each record creator or submitter. For more information about setting approval limits, see Supervisors, Approvers, and Approval Limits.
Keep email addresses up to date to be sure that users and approvers receive the notifications.

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

SAS Approval Delegation SU – Enables access to approval rule delegation.
SAS Approval Rule Assistant – Enables access to approval rule assistant.
SAS Approval Rule List SU – Enables access to approval rule list.
SAS Approval Rule SU – Enables access to approval rule records.

To add access to these scripts for a custom role:

Go to Customization > Scripting > Script Deployments.
Click Edit next to the script deployment that you want to update.
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 down the Ctrl button while selecting each role.
For SAS Approval Rule SU, SAS Approval Rule List SU, SAS Approval Rule Assistant: In the Execute as Role field, select Administrator.
(Optional) For Approval Rule List SU: Under the Links subtab, add a menu link for the center of the custom role.
When you have finished, click Save.

To add access to these scripts for a custom role:

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