Login access for Auditor

Requirement:

The client would like to create a guest login access for the role of Auditor. We can either create or assign guest access to one of the NetSuite ID

The access should only have permission to view the Reports, Saved Searches, and Workbook.

Solution:

• Create a new Center tab: Auditor Center
• Create a new Center Category: Reports by making a copy of the existing reports center tab
  • Go to Customization -> Centers and Tabs -> Center Tabs -> open one existing center tab
  • Update the id in URL of the center tab as -9
  • Click on the Edit button -> Update name -> select the Save As option
  • Then edit the newly created center tab
  • select the new Auditor Center in the center type field
  • click save

• Create a new role for Auditor Center: Auditor Report Access
  • Add the required transaction permissions
  • Add required Reports permissions
  • Add required list permissions