Access and Permissions for Benchmark 360
The SuiteApp does not require custom roles to access the Benchmark 360 dashboard. Users with an Administrator role can edit any standard roles in NetSuite and assign an access.
To give an access to a standard or custom role, go to Setup > Users/Roles > Manage Roles and click Edit beside the role. Under the Authentication section, check the box Benchmark 360 Access.
Access to Benchmark 360 Dashboard
Any standard and custom NetSuite roles with sufficient permissions can access the Benchmark 360 dashboard using the following navigation path:
|
Center |
Navigation |
|---|---|
|
Classic Center |
Lists> Benchmark 360> Benchmark 360 |
|
Executive Center |
Sales/Marketing> Lists> Benchmark 360 |
The Benchmark 360 dashboard supports only the NetSuite standard centers listed on the table.
Permissions for Benchmark 360
To assign permissions, an Administrator can go to Setup > Users/Roles > Manage Roles and click Edit beside the role. Under Permissions subtab, make sure you include the following permissions and access levels to the user's role:
|
Subtab |
Permission |
Access Level |
|---|---|---|
|
Transactions |
Item Fulfillment |
View |
|
Cash Sale |
View |
|
|
Invoice |
View |
|
|
Statement Charge |
View |
|
|
Credit Card |
View |
|
|
Customer Payment |
View |
|
|
Customer Deposit |
View |
|
|
Deposit |
View |
|
|
Customer Refund |
View |
|
|
Credit Memo |
View |
|
|
Cash Sale Refund |
View |
|
|
Credit Card Refund |
View |
|
|
Credit Returns |
View |
|
|
Item Receipt |
View |
|
|
Bills |
View |
|
|
Enter Vendor Credits |
View |
|
|
Check |
View |
|
|
Make Journal Entry |
View |
|
|
Expense Report |
View |
|
|
Reports |
SuiteAnalytics Workbook |
Edit |
|
Setup |
Custom Lists |
View |
|
Custom Record |
Benchmarking 360 KPI List |
View |
|
Benchmarking 360 Preferences |
View |