Roles and Permissions for Contract Renewals
The following custom roles are included in the Software Vertical Contract Renewals SuiteApp:
-
Renewals Manager
-
Customer Center -Distributor
-
Customer Center -End User
-
Customer Center -Reseller
-
CEO
-
CFO
-
Marketing Executive
-
PS Executive
-
PS Person
-
Sales Executive
-
Sales Rep
-
Support Manager
-
Support Person
These roles are pre-configured with a default set of associated permissions required to use the Contract Renewals SuiteApp. A NetSuite administrator can assign them to users or use them as templates when creating new roles or modifying existing roles. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.
To view the default permissions assigned to these roles, go to Setup > User/Roles > Manage Roles, and then click the link for the role.
The following table lists the record permissions required to use the Contract Renewals SuiteApp:
Be sure to add the Contract Renewals Preferences permission to non-administrator roles to allow them to view or edit Contract Renewals transaction forms.
Permission |
Subtab |
Permission Level |
---|---|---|
SuiteScript |
Setup |
View |
Contract |
Custom Record |
Full |
Contract Item |
Custom Record |
Full |
Contract Renewals Preferences |
Custom Record |
Full |
Deleted Contract Audit |
Custom Record |
Full |
Deleted Contract Item Audit |
Custom Record |
Full |
Install Base Field Mappings |
Custom Record |
Full |
Maintenance/Support Types |
Custom Record |
Full |
Product Lines |
Custom Record |
Full |
Renewal Tran Form Mapping |
Custom Record |
Full |
Transaction Status |
Custom Record |
Full |
Uplift Cap Types |
Custom Record |
Full |
Uplift Types |
Custom Record |
Full |
Contract Renewal Action |
Custom Record |
Full |
Related Topics
- Software Vertical Contract Renewals
- Contract Renewals Overview
- Setting Up Contract Renewals
- Installing the Contract Renewals SuiteApp
- New Forms, Fields, and Records for Contract Renewals
- Initial Setup Tasks for Contract Renewals
- Setting Up Contract Renewals Preferences
- Setting Up Multiple Script Queues or Processors to Process Contract Renewals
- Setting Up Install Base Field Mapping