Restricting Accounts for Roles
You can restrict your accounts by classes, departments, or locations, to control the accounts with which employees work. If you use NetSuite OneWorld, you also can restrict roles by subsidiary. For more information, see Customizing or Creating NetSuite Roles.
For example, Jennifer Sawyer, A/R manager for Wolfe Electronics' Japan location, has her accounts restricted to include only her local bank account. This account appears by default when she accepts customer payments. This increases Sawyer's efficiency and reduces her chances of making data-entry errors.
To restrict access to accounts, you first set restrictions on account records. By default, NetSuite roles do not restrict users by class, department, or location. To restrict accounts, you must set up both account restrictions and role restrictions.
See the following procedures:
Related Topics
- To Set Account Restrictions
- To Set Role Restrictions
- NetSuite Roles Overview
- NetSuite Account Administration
- Separate Administration Permissions
- Full Access Role (Deprecated)
- Permissions Requiring Two-Factor Authentication (2FA)
- Customizing or Creating NetSuite Roles
- Changing Custom Roles
- Inactivating Roles
- Setting Default Forms for Roles
- Customizing the Customer Center Role
- Retail Clerk Roles
- Showing Role Permission Differences
- Use Searches to Audit Roles and Permissions
- Use Searches to Audit Roles
- Use Searches to Audit Permissions By Employee
- Mass Updating a Permission on Custom Roles
- Mass Updating the Role Assigned to Customers
- Standard Roles Permissions Table