NetSuite Roles Overview

A role is a defined access configuration. To set up and manage user access in NetSuite, you need the Administrator role so you can create roles to assign to users. Roles include sets of permissions for viewing and editing data. Roles and their permissions determine the pages users can see in NetSuite and the tasks that they can complete. Each role is linked to a center, a user interface designed for a specific business area.

Standard Roles

NetSuite offers many standard roles with predefined permissions. Most of these roles match common employee positions, such as Accountant and Sales Rep. There are also standard roles for vendors, partners, and customers who have account access. For more information, see Standard Roles Permissions Table.

Custom Roles

You can't modify standard roles, so it's a good idea to use these roles as templates to create your own customized roles you assign to users in your account. Customizing a standard role is easier than creating a new role. If you assign custom roles instead of standard roles to users, you can update permissions to users' roles as needed. Being able to modify a role without updating each users' role assignments makes maintenance easier.

• For instructions for customizing roles, see Customizing or Creating NetSuite Roles.

• For information about changes you can make to roles, see the following:

  • Changing Custom Roles

  • Inactivating Roles

  • Setting Default Forms for Roles

  • Restricting Accounts for Roles

  • Customizing the Customer Center Role

  • Setting Role-Based Preferences

  • Translating Custom Role Names

Manage Roles Page

To see a list of roles available in your account, go to Setup > Users/Roles > Manage Roles to open the Manage Roles page. This page shows the center associated with each role and whether the role is standard or custom. For information about center types, see Centers Overview.

Click Customize to create a custom version of a standard role. Click Edit to make changes to a custom role.

Show Permission Differences Between Roles Page

NetSuite provides a management tool that lets you quickly see the differences among multiple roles' permissions. Go to Setup > Users/Roles > Show Role Differences to open the Show Permission Differences Between Roles page. For more information, see Showing Role Permission Differences.

Role Search

You can use the role search to find a particular role or set of roles, or to get a list of roles and their details. To use this search, go to Setup > Users/Roles > Manage Roles > Search. You can also use role fields as criteria filters and results for Employee searches. For more information, see Use Searches to Audit Roles.

General Notices