Permissions and File Cabinet Files

Users with the Administrator role and users with the Documents and Files permission can access File Cabinet files. For more information, see Setting Permissions.

Note:

Users without the Documents and Files permission can access the content of files if they're provided with a URL that's based on file ID, and if the file is related to a record the user has access to. For example, if a user with the Customer Center role uses a URL to access a file on an invoice, they also must have access to the invoice record.

Watch the following help video for information about permissions in the File Cabinet:

This is the second video in a 2-part series of videos about the File Cabinet. To watch the first part of the series, go to Working with Files.

Note that you can't restrict files on an individual basis. To learn about how to restrict access to files in certain folders, read Restricting Access to File Cabinet Folders.

For information about preferences that you can set for your file records, see Preferences on File Records.

When you use OneWorld, access to various NetSuite records, including File Cabinet files, can be restricted by subsidiary. For more information, read the following topics:

Related Topics

General Notices