Sequential Liability Roles and Permissions
There are no custom roles included when you install this SuiteApp. An administrator must create custom roles for financial users and project consultants in the organization. The administrator must also set the required permissions for those roles. For more information on creating custom roles and setting permissions, see Customizing or Creating NetSuite Roles.
To set up permissions for custom roles, go to Setup > Users/Roles > Manage Roles and click Edit beside the custom role.
The following permission levels are available:
-
View – Users with this permission can only view records.
-
Create – Users with this permission can create and view records.
-
Edit – Users with this permission can create, view, and edit records.
-
Full – Users with this permission can create, view, edit, and delete records.
Refer to the following table for a list of custom roles for Sequential Liability and their corresponding required permissions.
|
Custom Role |
Subtab |
Permission |
Permission Level |
|---|---|---|---|
|
CFO (chief financial officer) |
Lists |
Subsidiaries |
View |
|
Currency |
View |
||
|
Transactions |
Pay Bills
Note:
You must set this permission so that CFOs can only view bills and not be able to pay them. This is a recommended setting for better financial control. |
View |
|
|
Accountant |
Lists |
Subsidiaries |
View |
|
Currency |
View |
||
|
A/P clerk |
Lists |
Subsidiaries |
View |
|
Currency |
View |
||
|
Projects |
View |
||
|
Accounts |
View |
||
|
Transactions |
Credit Memo |
View |
|
|
Invoice |
View |
||
|
A/R clerk |
Lists |
Subsidiaries |
View |
|
Currency |
View |
||
|
Accounts |
View |
||
|
Vendor |
View |
||
|
Transactions |
Bills |
View |
|
|
Enter Vendor Credits |
View |
||
|
Credit Memo |
View |
||
|
Consultant |
Lists |
Subsidiaries |
View |
|
Currency |
View |
||
|
Vendor |
View |
||
|
Transactions |
Bills |
View |
|
|
Enter Vendor Credits |
View |
||
|
Credit Memo |
View |
||
|
Invoice |
View |
Roles and Records
Access to Sequential Liability records differ depending on the custom role.
Refer to the following tables for a list of records available to custom roles after the permissions are set up.
|
Sequential Liability Reports |
Custom Role |
Access Level |
|---|---|---|
|
CFO |
Full |
|
Accountant |
Full |
|
|
A/P clerk |
Edit (payable transactions) View (receivable transactions) |
|
|
A/R clerk |
Edit (receivable transactions) View (payable transactions) |
|
|
Consultant |
—
Note:
Consultant roles have no access to the Project A/P – A/R Summary and Project A/P – A/R Details pages. |
|
Sequential Liability Dashboard |
Custom Role |
Access Level |
|---|---|---|
|
Sequential Liability custom portlet |
CFO |
Full |
|
Accountant |
Full |
|
|
A/P clerk |
Full |
|
|
A/R clerk |
Full |
|
|
Consultant |
—
Note:
Consultant roles have no access to the Sequential Liability custom portlet. |
|
Transaction Record |
Custom Role |
Access Level |
|---|---|---|
|
Project |
CFO |
Full |
|
Accountant |
Create |
|
|
A/P clerk |
View |
|
|
A/R clerk |
Create |
|
|
Consultant
Note:
You must also set employee restrictions so that consultants can view the A/P – A/R details from the project record. For instructions, see Setting Employee Restrictions for the Consultant Role. |
View |
|
|
CFO |
Full |
|
Accountant |
Create |
|
|
A/P clerk |
Create |
|
|
A/R clerk |
View |
|
|
Consultant |
View |
|
|
CFO |
Full |
|
Accountant |
Create |
|
|
A/P clerk |
View |
|
|
A/R clerk |
Create |
|
|
Consultant |
View |
|
|
Bill payment |
CFO |
View |
|
Accountant |
Create |
|
|
A/P clerk |
Create |
|
|
A/R clerk |
—
Note:
A/R clerks cannot pay bills. |
|
|
Consultant |
—
Note:
Consultants cannot pay bills. |
Setting Employee Restrictions for the Consultant Role
After setting permissions for the custom consultant role, an administrator must also set the employee restrictions for this role. This enables consultants to view the A/P – A/R Details subtab of the project record.
To set employee restrictions for the consultant role:
-
Go to Setup > Users/Roles > Manage Roles.
-
Click Edit beside the custom consultant role.
-
In the Employee Restrictions field, select from any of the following:
-
none -no default
-
none -default to own
-
own, subordinate, and unassigned
-
own and subordinates only
Note:If you select own and subordinates only or own, subordinate, and unassigned, you must also check the Allow Viewing box next to the Employee Restrictions field.
For more information on employee restrictions, see Setting Employee Restrictions.
-