Editing Custom Roles in NetSuite for User Management

After customizing a role in NetSuite, you may later decide to edit or inactivate it based on changing business needs. Changes to user permissions and roles can significantly impact your team's access and workflows, making it essential to manage these settings carefully.

How to Edit a Custom Role

To modify an existing custom role, follow these steps:

1. Go to Setup > Users/Roles > Manage Roles.
2. Click Edit next to the role you want to change.
3. On the Role page, make desired changes, including:
   • Restricting role access to accounting books
   • Restricting access to subsidiaries (available in OneWorld)
   • Setting employee restrictions
   • Configuring department, class, and location restrictions
   • Designating a role for issue management
   • Setting permissions and selecting default forms
   • Customizing search defaults and role-based preferences
   • Translating custom role names
   • Choosing a dashboard for the role
4. Click Save.

Important Notes

• If you edit a custom role after assigning it to employees or vendors, the updates will automatically apply for those users.
• Any user who is currently logged in will need to log out and back in to see changes associated with their roles. This applies when you assign an additional role or update permissions while they are logged in.

Additional Options

Given the dynamic nature of role management, consider using the mass update feature. This allows you to add, remove, or change permissions across multiple roles simultaneously, streamlining the process for large organizations or when significant changes are necessary.

Related Topics

For further reference, consult the following topics:

• Overview of NetSuite Roles
• Account Administration
• Inactivating Roles
• Customizing or Creating NetSuite Roles
• Using Searches to Audit Roles and Permissions

By understanding how to effectively manage custom roles in NetSuite, you can ensure that your users have the appropriate access while adhering to security best practices.

Key considerations when managing roles include the potential need for users to log back in after changes to permissions and the ability to mass update roles, making administrative tasks efficient and less error-prone.