Assigning a Custom Center to a Custom Role

You can assign the custom center to a custom role.

Note:

You can assign a custom center only to a new custom role. If you customize an existing NetSuite role, NetSuite uses the standard center.

To assign a custom center to a custom role:

Go to Setup > User/Roles > Manage Roles > New > New.
In the Name field, enter a name for the new role.
In the ID field, enter an ID for the new role, if required.
From the Center Type list, select the custom center that you created.
Complete all required settings for the new role. For information, see Customizing or Creating NetSuite Roles.
Click Save.

Important:

After you've created and saved a custom role, you can't change the center assigned to that role.

Testing a New Custom Center

Test your custom center by assigning the new role to yourself and switching to it.

Go to List > Employees > Employees.
Click Edit next to your name.
Click the Access subtab.
From the Role list, select the new role that you created.
Click Add.
Click Save.
Switch to your new role. For information, see Roles and Accounts. The dashboard for the role appears with your custom center.
Test the links in your new custom center.