Customer Center Custom Permissions...

When customizing or creating a module in NetSuite, it is crucial to ensure that the Customer Center role has the appropriate permissions. This setup allows customers to interact effectively within the Customer Center, and improper configurations may limit functionality or access to critical features.

Key Features Requiring Custom Permissions

To successfully manage the Customer Center, specific web store features necessitate custom permissions. The following table lists essential features requiring minimum permissions for users accessing the Customer Center:

Feature	Subtab	Permission	Level
Orders menu	Transactions	- Find transactions	View
		- Sales orders	View
Returns menu item	Transactions	- Find transactions	View
		- Return authorizations	View
Quotes menu item	Transactions	- Find transactions	View
		- Estimates	View
Invoices menu item	Transactions	- Find transactions	View
		- Invoice	View
Transaction history menu	Transactions	- Find transactions	View
Additional Permissions		Invoice	View
		Credit Memo	View
		Customer Deposit	View
		Deposit Application	View
Print statement menu item	Transactions	Generate Statements	Create
Cases menu	Lists	Cases	Create
Continue to payment button	Transactions	Customer Payment	Create
		Invoice	View
Print statement button	Transactions	Generate Statements	Create
Request return button	Transactions	Return Authorization	Create
Make a payment (invoice details)	Transactions	Customer Payment	Create
		Invoice	View
Request a return (order history)	Transactions	Return Authorizations	Create
Recent orders (overview)	Transactions	- Find Transactions	View
		- Sales Order	View

Best Practice Tips

Testing Permissions: It is advisable to test different permission combinations to confirm the expected functioning of features. This ensures that users have the right level of access necessary for their transactions.
Role Customization: Customizing the Customer Center role allows you to limit access to viewing or editing permissions for various transactions and records.
Manual Assignment: After creating a custom Customer Center role, you must manually assign this role to each customer on the Access subtab of their customer record.

Conclusion

Properly configuring customer permissions is essential to maximize the utility of the Customer Center in NetSuite. This setup helps cater the role to the needs of the customers while maintaining the integrity of transactions and sensitive information.

Source: This article is based on Oracle's official NetSuite documentation.

Key Takeaways

Ensure proper permission management for the Customer Center role.
Test various permission combinations for optimal functionality.
Manually assign new roles to customers for desired access.

Frequently Asked Questions (4)

What specific permissions are needed for the Orders menu in the Customer Center?

For the Orders menu, users need 'Find transactions' and 'Sales orders' permissions at the View level.

Is there a specific action required after creating a custom Customer Center role?

Yes, after creating a custom Customer Center role, you must manually assign this role to each customer on the Access subtab of their customer record.

What feature in the Customer Center requires 'Generate Statements' permission at the Create level?

The 'Print statement menu item' and 'Print statement button' features require 'Generate Statements' permission at the Create level.

How can I verify that the Customer Center permissions are set up correctly?

It is advisable to test different permission combinations to confirm the expected functioning of features, ensuring users have the proper level of access for their transactions.

Customer Center Custom Permissions Configuration in NetSuite

Key Features Requiring Custom Permissions

Best Practice Tips

Conclusion

Key Takeaways

Frequently Asked Questions (4)

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