One of the beauties of NetSuite is the level of detail that was put into the permission system. You can add or remove permissions on almost anything. However, with such a high level of customization comes a certain amount of complexity. We get lots of questions from our customers along the lines of "What does this permission do?"
Thankfully, NetSuite offers a "cheat sheet" of most permissions and what they do. It is not 100% complete, but it is updated with every new version.
Here are the steps to access the Permission Sheet:
- Go to the NetSuite Help Center by clicking the Help link in the top-right of any NetSuite page.
- In the search bar at the top, enter "permissions documentation" and click Go.
- The first result should be a page called "Permissions Documentation". Click on that page.
- Finally, you should see a link to a file called "NetSuitePermissionUsage.xls". Click on that link to download the file.
The Excel Sheet is very straightforward to use. It lists each permission by category and what it does.
Once you have that sheet, you can go to Setup > Users/Roles > Manage Roles (if you're logged in as Administrator). You can either create a new custom role by clicking Customize beside a standard role, or Edit beside an existing custom role to modify it. You cannot edit standard roles.
Permissions are split into five categories: Transactions, Reports, Lists, Setup and Custom Records. You may need to use a combination of multiple permissions to get the result you're looking for. For example, if you want a role to be able to look at the Sales Order history on Customers, they will need View-level permission of Sales Order under the Transactions category, and View-level of the Financial History permission under Lists.
I hope that helps you get a better understanding of NetSuite's powerful yet complex permissions. If you have any questions, don't hesitate to ask!