NetSuite | Setup | Step 7: NetSuite permissions

You can set up NetSuite permissions to grant and invoke permissions on record types and configured roles.

Record types

To grant and invoke permissions on the record types:

1. In the top-navigation bar, hover over the Customization tab.
2. Hover over Lists, Records & Fields and then click on Record Types.
3. Select one of the records to edit.
4. From the ACCESS TYPE drop-down list, select Use Permission List.
5. Scroll down and click on the Permissions tab.
6. Select the roles and apply Full level permission if you want to grant permission to the role.
7. If you want to revoke the permission from any role, delete the row from the sub-list.

8. Click Save.

   

Configured roles

To grant and invoke permissions of Custom Lists on any of the configured roles:

1. In the top-navigation bar, hover over the Setup tab.
2. Hover over Users/Roles and then click on Manage Roles.

3. Click Edit or Customize next to the role you want to update.

   

4. Click on the Permissions tab.
5. Click on the Setup tab.
6. Add a new permission, select Custom lists and apply Full level permission if you want to grant permission to the role.

7. Click Save.

   

You can now continue to enable records for workflow sending.