Customizing Roles for Work Instructi...

TL;DR Opening

Starting in NetSuite 2026.1, administrators have the ability to create and customize new roles specifically for utilizing the Work Instructions and Traveler SuiteApp. This feature is crucial for enhancing user access and ensuring proper permissions are set for seamless operation in manufacturing workflows.

What's New

With the release of NetSuite 2026.1, businesses can now tailor user roles to effectively use the Work Instructions and Traveler SuiteApp. This customization allows for precise permission settings tailored to distinct manufacturing tasks, ensuring that team members can access necessary functionalities without unnecessary overreach in permissions.

Key Features of Role Customization

Creation and Customization: Administrators can create entirely new roles or modify existing ones to meet specific operational needs.
Granular Permissions: A detailed table outlines minimum access levels for different permissions required to use the SuiteApp.
Access Levels Required:
- Transactions: Users need permission for Work Orders (View) to access essential features like the Print Traveler button and Generate Traveler page.
- Lists: Access to Documents and Files (View) is mandatory for printing travelers. Other lists such as Items and Locations also require the View permission.
- Manufacturing Routing: This permission (View) is essential for utilizing the Work Instructions subtab effectively.
- Custom Records: Different levels of access are detailed, including Edit permissions required for Work Instructions.

Table of Minimum Access Levels

Subtab	Permission	Minimum Access Level	Purpose
Transactions	Work Orders	View	Required for Print Traveler button and Generate Traveler page
Transactions	Find Transaction	View	Necessary for Generate Traveler page
Lists	Documents and Files	View	Required for Print Traveler button
Lists	Traveler Preferences	View	Required for Generate Traveler page
Lists	Items	View	Necessary for Generate Traveler page
Lists	Locations	View	Needed for Generate Traveler page
Lists	Manufacturing Routing	View	Required for Work Instructions subtab
Custom Record Entries	Work Instructions	Edit	Required for Work Instructions subtab
Setup	SuiteScript	View	Required across all pages
Custom Records	Traveler Preferences	View	Required for all pages
Custom Records	Traveler Template	View	Required for Generate Traveler page
Custom Records	Additional Work Instructions	Full	Required for Additional Work Instructions subtab on the work order record

Who This Affects

Administrators: Primarily responsible for creating or customizing roles.
Manufacturing Personnel: Employees in manufacturing roles who will utilize the Work Instructions and Traveler SuiteApp need proper access.

Best Practices

Review Permissions Carefully: Ensure the correct permissions are assigned to avoid functional limitations or security risks.
Document Role Customizations: Keep a record of changes made to role permissions for audit and reference purposes.
Regularly Update Roles: As business processes evolve or new features are introduced, revisit and update role customizations to ensure they align with user needs.

Key Takeaways

NetSuite 2026.1 introduces enhanced role customization specifically for the Work Instructions and Traveler SuiteApp.
Administrators can set detailed permissions to control access to essential manufacturing functionalities.
Understanding the minimum access levels is crucial for effective role management in the manufacturing environment.

Frequently Asked Questions (4)

What are the minimum permissions required to access the Print Traveler button in NetSuite 2026.1?

To access the Print Traveler button, users need the 'Transactions: Work Orders' permission set to View and 'Lists: Documents and Files' permission set to View.

Can existing roles be modified to work with the Work Instructions and Traveler SuiteApp?

Yes, administrators can modify existing roles or create new ones to ensure they meet specific operational needs for using the Work Instructions and Traveler SuiteApp.

What permissions are required for the 'Work Instructions' subtab in NetSuite 2026.1?

Users need the 'Manufacturing Routing' permission set to View and the 'Custom Record Entries: Work Instructions' permission set to Edit to effectively use the Work Instructions subtab.

How should administrators keep track of changes made to role customizations?

Administrators should document all changes made to role permissions to maintain a clear record for audit and reference purposes, ensuring roles align with business needs.

Weekly Update History (1)

Dec 8, 2025

Manufacturingupdated

Updated Creating or Customizing Roles and Permissions to Use Work Instructions and Traveler SuiteApp to include the new Custom Record Entries permission in the Lists section, change the minimum access level for SuiteScript in the Setup section to View, and remove the WOIT Work Instructions Subtab and Work Instructions permissions.

View Oracle Docs

Customizing Roles for Work Instructions in NetSuite 2026.1