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:

Grid Order Management Permissions

Instead of editing roles individually, you can use the Mass Update feature to add, remove, or change the level of permission for multiple roles. For more information, see Mass Updating a Permission on Custom Roles.

To view the default permissions assigned to these roles, go to Setup > Users/Roles > Manage Roles and click the link for the role.

The following table lists the record permissions required to use Grid Order Management:

^* For OneWorld accounts only.

To use grid print templates, the role must have access to the NetSuite File Cabinet.

On the role record of the Forms subtab, click the Custom Record subtab. In the Enabled column, verify that all Grid Order Entry forms are set to Yes. See the following table for the complete list of forms:

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