Roles and Permissions for Project 360 Dashboard
Any standard or custom NetSuite role can use the Project 360 Dashboard SuiteApp if a Project 360 access level is assigned on the Employee record. See Access Levels for Project 360 Dashboard.
However, some roles with insufficient permissions cannot view accurate saved search results or access some data on records.
To set up permissions for custom roles, go to Setup > Users/Roles > Manage Roles and click Edit beside the custom role.
Make sure you include the following permissions and access levels to the user's role:
Subtab |
Permission |
Access Level |
---|---|---|
Transactions |
Invoice |
View |
Bills |
View |
|
Purchase Order |
View |
|
Enter Vendor Credits |
View |
|
Reports |
Project Profitability |
View |
List |
Project |
Edit |
Project Tasks |
View |
|
Contacts |
View |
|
Employee Record |
View |
|
Departments |
View |
|
Setup |
Bulk Time Entry Modification |
Edit |
Custom List |
View |
|
Other List |
View |
|
Project Profitability Setup |
View |
|
Custom Record |
Project 360 Dashboard Preference |
View |
For more information, see the help topics Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.