Permissions for Searches

Note:

You can use SuiteAnalytics Workbook to query your NetSuite data with the analytics data source, which gives you advanced query options. For more information about SuiteAnalytics Workbook and how to turn your saved searches to workbooks, see the following topics:

Your NetSuite account administrator assigns roles to users. For each role, they set up permissions for viewing, editing, and searching specific record types.

You have one or more roles you can use to log in to NetSuite. The permissions and search access for your role decide which searches you can run. For saved searches, your role's permissions also decide the record types you can use for saved searches.

NetSuite has four types of permissions: Lists, Reports, Setup, and Transactions. Five Lists type permissions control what you can do with searches and saved searches, like running, exporting, emailing, and sharing them:

The Create HTML Formulas in Search permission is a Setup permission that lets users use HTML code in saved searches with the Formula(HTML) fields. You need to enable the HTML Formulas in Search feature first to set up this permission. For more information, see Evaluating Code in Saved Searches Using Formula(HTML) Fields.

Additionally:

If you don't see the Email and Export buttons on your search and saved search results page, you may need a higher level of the Perform Search permission. This also applies if you have trouble running, exporting, or emailing searches, or creating, running, exporting, emailing, or viewing the log for saved searches. Contact your administrator to see if your assigned role, permissions, and search access require changes. For information about role permissions, see NetSuite Permissions Overview.

There's another level of access for saved searches created by other users. You can access a saved search created by another user if the search is public, or if you're listed as an audience member by name, role, department, subsidiary, or group.

Important:

When you create or customize roles that need to search for employees, ensure that they have the Perform Search, Employees, and Employee Search permissions.

Note:

Custom fields have additional field-level security for searches. You can set Search/Reporting access level on the custom field record. Access can be defined generally, or by role, department, or (in NetSuite OneWorld) subsidiary. The access levels are Edit (view and change the field), Run (view the field only), and None (no access). For more information, see Restricting Access to Custom Fields.

Related Topics

General Notices