Use Searches to Audit Roles

You can run role and employee record saved searches to gather information about the roles in your NetSuite account.

You can do role record searches for general information about roles in your account, such as permissions assigned to a custom role. Role record body fields are available for role record searches.

Related record fields are also available; see Related Records Fields Available for Advanced Searches. Additionally, the following permissions fields are available:

Permission: Provides the name of each permission assigned to a role. If you include this field in a search with the permission change fields, results information for the permission change fields is displayed in every row that a permission name exists. To display search results efficiently, create separate searches to return values for for the permission name field and the permission change fields.
Permission Change: Provides the name of a permission to which a change was made.
Permission Change Date: Provides the date a change was made to a permission.
Permission Change Level: Provides the level a permission was changed to.

Role Search Example

You need to audit permissions and levels assigned to sales roles.

To see this list, you would create a Role record advanced search. For the search criteria, you would add a Is Sales Role filter set to Yes. For the results, you would select Name, Permission and Level.

Role Search Example

Related Topics