Roles and Permissions for Grid Order Management

Read the following topics for information about the roles and permissions for Grid Order Management:

Grid Order Management Custom Roles

After you install the Grid Order Management SuiteApp, the following custom roles become available:

  • CEO - Grid Order Entry

  • CFO - Grid Order Entry

  • Sales Manager - Grid Order Entry

  • Sales Vice President - Grid Order Entry

  • Sales Administrator - Grid Order Entry

  • Sales Person - Grid Order Entry

These roles are preconfigured with a default set of permissions required to use Grid Order Management. Administrators can assign the roles. The grid custom roles can also be used as templates for creating new roles or modifying existing ones. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.

NetSuite center views can vary depending on your role. The following are role-specific views of the NetSuite center for Grid Order Management:

  • Administrator – Lists > Grid Order Entry

  • Executive – Sales/Marketing > Grid Order Entry

  • Sales or Accounting – Customer > Grid Order Entry

The following list shows the different navigation paths to create a grid template, depending on the role:

Role

Navigation

Administrator

Lists > Grid Order Entry > Grid Templates

CEO - Grid Order Entry

Sales/Marketing > Grid Order Entry > Grid Templates

CFO - Grid Order Entry

Customers > Grid Order Entry > Grid Templates

Sales Manager - Grid Order Entry

Customers > Grid Order Entry > Grid Templates

Sales Vice President - Grid Order Entry

Customers > Grid Order Entry > Grid Templates

Sales Administrator - Grid Order Entry

Customers > Grid Order Entry > Grid Templates

Sales Person - Grid Order Entry

Customers > Grid Order Entry > Grid Templates

Related Topics

General Notices