Customer Segments Manager Permission for an Existing Role.

Description: We can add permissions to a NetSuite custom role to enable users to set up personalized catalog views. The following permissions are needed:

  • Customer Segments Manager – Required for setting up personalized catalog views.Without this permission, users cannot access the Customer Segments Manager or set up any personalized catalog views. However, they can view which item segments are mapped to different customer segments on Customer Groups and Item Collections records.
  • Commerce Categories – Required only if commerce categories are used with PCV.
  • Site Management Tools (SMT) permissions – Required if users want to preview PCV in the website. Necessary permissions for SMT are:
    • Documents and Files
    • Website (External) Publisher
    • Website Management
  • SuiteAnalytics Workbook and Analytics Administrator – Required to view the standard SuiteAnalytics Workbooks that display which items are visible to which customer and which customer can see which item. The access level for these permissions is Edit.

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