Scenario: How to restrict the sales reps from viewing other customer’s which are not assigned to them Solution: First identify whether the sales rep has custom role. Then login as administrator 1 Go to Setup>Users/Roles>Manage Roles 2 Edit the custom role 3 In Employee restrictions drop down field set Own and subordinates only . If you want them to see Unassigned … Continue reading Custom Sales Person Roles Are Able to View other Customers Who are not Assigned to them
Tag: role permission
The assigned role is not displaying in view all my roles
If the assigned custom role is not showing in view all my roles list for a user: Open the Custom role record by Go to Setup> User/ Role> Manage Role Open the Role > Click Edit Go to the permissions Subtab and under Setup check these permissions are added or not SAML Single Sign-on Set… Continue reading The assigned role is not displaying in view all my roles
Item Saved Search Throws an Error: “Your formula contains a reference to a field for which you do not have a permission”
Item Saved Search Throws an Error
EntityOrRoleDisabled Error
Issue When testing the program that calls the SuiteTalk API, it is returning an error: EntityOrRoleDisabled. Solution Navigate to Setup > Company > Enable Features. Under SuiteCloud tab, Manage Authentication section Mark TOKEN-BASED AUTHENTICATION checkbox Click Save Navigate to Setup > Users/Roles > Manage Roles Edit the role you want to modify Click the Setup subtab Select SOAP Web Services from Permissions dropdown Click Add Click Save Navigate to Setup > Users/Roles > Access Tokens > New Select Application Name Select User Select Role Enter Token Name Click Save
Search is not working in the Extension
The search is not working in the extension. But the search is working in Netsuite. Issue: There are two functions in the extension for getting details of files and folders from the backend(suitescript file), In the execution log of the corresponding ssp application, it is showing as blank object value is not getting. Solution 1:… Continue reading Search is not working in the Extension
Quick Add New Entry to Custom Body Sourcing Custom List – Role Permission
There is a requirement to restrict users from creating new entries from the Custom List. Solution: Navigate to Setup > Users/Roles > Manage Roles Necessary Role: Click Customize/Edit Click Permissions Click Setup Permission: Select Custom Lists Level: Select View Click Save If we do this the user will not see the + button near the custom field. Note: All Administrators will still be able to add new list entries.… Continue reading Quick Add New Entry to Custom Body Sourcing Custom List – Role Permission
Permission to a user instead of role.
When a user need a permission to a certain record/feature. But don’t want anyone else in his role to get this permission we can make use of Global permission in Netsuite.