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netsuite roles

Mastering Role Restrictions in NetSuite: Managing Class, Location, and Department Access

NetSuite helps businesses control who can access the data in their ERP system. This protects sensitive information and improves efficiency. NetSuite offers robust tools for role management, including the ability to restrict access based on various criteria such as department, class, and location. 

In this guide, we’ll delve into the intricacies of setting up and managing these restrictions effectively.

Navigating to Role Restrictions:

To set up restrictions for specific departments, locations, and classes.

Go to Setup > Users/Roles > Manage Roles.

  • Open Setup.
  • Go to Users/Roles.
  • Choose Manage Roles.
  • Select a role.
  • Click the Restrictions subtab.

Setting Restrictions

  • Pick how you want to limit access: Choose Class, Department, or Location.

Restriction Levels:

There are Three Restrictions Levels Here 

  • None (Default): No limitation based on this field. Users can access any record.
  • Own, Subordinate, and Unassigned: Users can access records associated with themselves, their direct reports, and unassigned records. Access is granted to records within their supervisor hierarchy.
  • Own and Subordinates Only: Users are restricted to their supervisor hierarchy, excluding unassigned records.

Important Considerations

Chart of Accounts: Accounts without an assigned department are not subject to role restrictions.

Data Visibility: Users with restricted roles can only view records within their assigned departments, classes, and locations.

By mastering role restrictions in NetSuite, organizations can bolster their data security measures while ensuring that employees have access to the information they need to perform their roles effectively. 

Properly configuring these restrictions is essential for maintaining compliance and operational integrity within the ERP system.

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