Customizing or Creating NetSuite Roles

To create a custom role with the access you want users to have, you can either customize a standard role or make a new one. Complete the following tasks:

After you create a custom role, you can assign it to users. A role's assigned users are listed on the Users subtab of the role record. See NetSuite Users Overview.

Role customization options depend on which NetSuite product you've purchased and what features you've enabled. Some of the fields described in the steps below may not be available to you. For example, location restrictions aren't available for NetSuite Small Business users. Also, because they're limited access roles, Retail Clerk roles, unlike other standard NetSuite roles, can't be customized. For details, see Retail Clerk Roles.

You can apply the class, department, location, and subsidiary restrictions that you set here to custom records. See Applying Role-Based Restrictions to Custom Records.

Be aware that updates to the default role aren't pushed to custom instances of that role. You must manually update custom roles to include any new default role features. Additionally, when you enable a new feature for an account, permissions associated with that feature aren't automatically added to custom roles that existed prior to enabling the feature. You'll need to manually assign these permissions to any custom roles that existed before you enabled the feature.

Important:

When the Advanced Employee Permissions feature is enabled, restrictions set on the Role page are only applicable to the Employee Record Full, Employee System Access, and Employee Administration permissions. The Employee Self, Employee Public, Employee Confidential, and Employee Compensation permissions ignore the restrictions set on this page. For more information, see Advanced Employee Permissions Overview.

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