Setting Role-Based Preferences
Users with the Administrator role can set preferences that tailor NetSuite accounts to the needs of a particular role. The preferences set for a role serve as the defaults for any account users who log in with that role. Role-based preferences are defined on the Preferences subtab of a custom role record.
To set role-based preferences:
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Go to Setup > Users/Roles > Manage Roles.
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Click Edit next to a custom role or Customize next to a standard role.
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On the Preferences subtab, select a preference, choose the desired value in the popup, and click Add.
Note:If a customer who has only the Customer Center role assigned to them specifies a color theme, this color scheme is not used and the theme set up as the default is used instead.
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Repeat step 3 to set additional preferences as desired.
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Click Save.
Role-Based Preferences vs. Other Preference Levels
The same preferences that can be set for roles also can be set by individual users for themselves only at Home > Set Preferences. Role-based preferences are not intended to override any preferences explicitly set by an individual user. If a user has set a preference to a value other than the system default, company default, or subsidiary default, the corresponding role-based preference is not applied when that user logs in with that role.
Some role-based preferences are also available at the company level, and in NetSuite OneWorld accounts, at the subsidiary level. A role-based preference overrides the system default setting, the corresponding company-level preference, if any, and the corresponding subsidiary-level preference, if any. Note that if a company preference has been set not to allow override, it is not available to be set as a preference on role records.
For more information, see NetSuite Preference Levels Overview.
Related Topics
- Customizing or Creating NetSuite Roles
- Customizing and Creating Roles
- Assigning Core Administration Permissions
- Administrator – No HR/Employee Access SuiteApp
- Restricting Role Access to Accounting Books
- Restricting Role Access to Subsidiaries (OneWorld Only)
- Setting Employee Restrictions
- Setting Department, Class, and Location Restrictions
- Setting a Role as Issue Role for Issue Management
- Setting a Role as Web Services Only Role
- Setting a Role as Single Sign-On Only Role
- Restricting a Role by Device ID
- Restricting a Role by IP Address
- Setting Two-Factor Authentication Requirements
- Setting Permissions
- Setting Default and Restricted Forms
- Setting Search Defaults for a Role
- Translating Custom Role Names
- Selecting a Dashboard for a Role