SuiteBilling Roles and Permissions
The following table lists the SuiteBilling permissions and permission levels for each standard role. The Center Type column shows the center generally associated with the role. Navigation from Center lists the menu navigation for each role to the Subscriptions menu in that center. When you use the classic interface, you access subscription-related records from the Transactions menu, Subscriptions group.
Role |
Center Type |
Navigation from Center |
S |
S |
Price Book |
Price Plan |
Subscription Change Order |
Usage |
---|---|---|---|---|---|---|---|---|
A/P Clerk |
Accounting Center |
Financial > Subscriptions |
Full |
None |
Full |
Full |
None |
Full |
A/R Clerk |
Accounting Center |
Billing > Subscriptions |
Full |
Edit |
Full |
Full |
Edit |
Full |
Accountant |
Accounting Center |
Billing > Subscriptions |
Full |
Edit |
Full |
Full |
Edit |
Full |
Accountant (Reviewer) |
Accounting Center |
Billing > Subscriptions |
View |
View |
View |
View |
View |
View |
Advanced Partner |
Advanced Partner Center |
Client > Other Transactions |
Full |
Full |
Full |
Full |
Full |
Full |
Bookkeeper |
Accounting Center |
Billing > Subscriptions |
Full |
Edit |
Full |
Full |
Edit |
Full |
CEO |
Executive Center |
Sales > Marketing > Lists |
Full |
Full |
Full |
Full |
Full |
Full |
CEO (Hands Off) |
Executive Center |
Sales > Marketing > Lists |
View |
View |
View |
View |
View |
View |
CFO |
Accounting Center |
Billing > Subscriptions |
Full |
Full |
Full |
Full |
Full |
Full |
Sales A |
Sales Center |
Customers > Subscriptions |
View |
Full |
Full |
Full |
Full |
View |
Sales Manager |
Sales Center |
Customers > Subscriptions |
View |
Full |
Full |
Full |
Full |
View |
Sales Person |
Sales Center |
Customers > Subscriptions |
View |
Full |
Full |
Full |
Full |
View |
Sales Vice President |
Sales Center |
Customers > Subscriptions |
View |
View |
View |
View |
View |
View |
Support A |
Support Center |
Cases > Other Lists |
View |
Full |
View |
View |
Full |
View |
Support Manager |
Support Center |
Cases > Other Lists |
View |
Edit |
View |
View |
Edit |
View |
Support Person |
Support Center |
Cases > Other Lists |
View |
Edit |
View |
View |
Edit |
View |
System A |
System Administration Center |
Lists > Relationships |
Full |
Full |
Full |
Full |
Full |
Full |
Warehouse Manager |
Shipping Center |
Sales/ |
View |
None |
View |
View |
None |
None |
Consultant |
Project Center |
use global search |
None |
View |
View |
View |
View |
None |
Marketing A |
Marketing Center |
Customers > Subscriptions |
View |
Full |
View |
View |
Full |
None |
Marketing Assistant |
Marketing Center |
Customers > Subscriptions |
View |
Full |
View |
View |
Full |
None |
Marketing Manager |
Marketing Center |
Customers > Subscriptions |
View |
Full |
View |
View |
Full |
None |
PM Manager |
Support Center |
Cases > Other Lists |
None |
Full |
View |
View |
Full |
None |
Partner Center |
Partner Center |
Client > Other Transactions |
None |
Edit |
View |
View |
Edit |
None |
Product Manager |
Support Center |
Cases > Other Lists |
None |
Full |
View |
View |
Full |
None |
Resource Manager |
Support Center |
Cases > Other Lists |
View |
Full |
View |
View |
Full |
View |
Store Manager |
E-Commerce Management Center |
Sales > Other Transactions |
View |
Edit |
View |
View |
Edit |
View |
Customer Center |
Customer Center |
Customer Center Home Page |
None |
View |
None |
View |
View |
None |
The Navigation From Center column shows one navigation path, but more navigation options may be available. For example, the A/P clerk role can access subscriptions from both Financial > Subscriptions and from Customers > Subscriptions.
The standard roles available in your account may differ, depending on the modules you purchase and the features you enable. You can see the roles available in your account at Setup > Users/Roles > Manage Roles. To review a role's details, click its link on the Manage Roles page.
For more information about roles and permissions, see the Standard Roles Permissions Table.
Default Permissions for Subscription Records
The default permission level is View. There are optional permission levels for Create and Edit. Roles with full permission can do the following actions:
-
View
-
Edit
-
Create
-
Delete
All roles can now view or edit the following records:
-
Price book
-
Price plan
-
Subscription change order
New permissions in NetSuite do not change permissions to customized roles with subscriptions and subscription plan permissions.
The System Administrator role can also give users full access to the subscription record. Only the System Administrator role can grant access to and set up custom records and templates for SuiteBilling subscription processes. For instructions on how to grant permissions to subscription processes, see Setting Permissions.