Permissions for NFP Financials Custom Segments
Custom segments have three levels of permission: Record Access, Search/Reporting Access, and Value Management Access. For the custom segments included with NFP Financials, the default record access and search/reporting access level is Edit.
Value Management Access levels are configured for five standard NetSuite roles as shown in the following table.
|
Standard Role Value Management Access Levels |
||||
---|---|---|---|---|---|
Custom Segment |
CFO |
CEO |
Accountant |
A/R Clerk |
A/P Clerk |
Restriction |
Full |
Edit |
View |
View |
View |
Program |
Full |
Edit |
View |
View |
View |
Grant |
Full |
Edit |
Edit |
Create |
Create |
Time Restriction |
Full |
Edit |
View |
View |
View |
Region |
Full |
Edit |
View |
View |
View |
Revenue Type |
Full |
Edit |
View |
View |
View |
Revenue Subtype |
Full |
Edit |
View |
View |
View |
Functional Expense |
Full |
Edit |
View |
View |
View |
Permissions for custom segments are complex. For more information, see Permissions for Managing Custom Segments and Values.