Customizing the Customer Center Role
Customize the Customer Center role to adjust the level of access customers have in the center. You can remove links to transactions or records or limit access to only viewing instead of editing or creating.
The Customer Center role is also applied to the My Accounts section of your website. For information about setting forms to use in your website, see Shopping Preferences.
Customizing this role also enables you to ensure a customer uses a custom form when entering sales orders or making payments in the center.
After you create a custom Customer Center role, you will need to manually assign this role to each customer that you want to use it, on the Access subtab of each customer record.
Users with NetSuite specialized center roles can see only files on records they have access to, and files with the Company-Wide Usage, or the Available Without Login preferences enabled. For more information, see NetSuite Specialized Centers and Permissions and File Cabinet Files.
See To Customize the Customer Center Role for the procedure.
Related Topics
- NetSuite Roles Overview
- To Customize the Customer Center Role
- 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
- Restricting Accounts for Roles
- 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