Roles and Permissions for LATAM File Builder in NetSuite 2026.1
The Roles and Permissions feature for LATAM File Builder in NetSuite 2026.1 allows user access management for custom records, ensuring compliance and...
TL;DR Opening
Starting in NetSuite 2026.1, the LATAM File Builder SuiteApp introduces specific roles and permissions required to access custom records, enhancing user management and ensuring compliance with regional business and legal requirements.
Overview of LATAM File Builder SuiteApp
The LATAM File Builder SuiteApp provides organizations operating in Latin America with the ability to create dynamic file layouts. These layouts are essential for generating and importing electronic data files that meet local business and legal standards, such as those for accounting reports and bank payment files.
Roles and Permissions Configuration
To effectively use the LATAM File Builder SuiteApp, specific roles must have the necessary permissions to access its custom records. By default, the Administrator role is granted full permissions to all relevant records. However, additional roles may also need various access levels depending on their interactions with the SuiteApp. Here’s a breakdown of the default permissions:
Default Administrator Permissions
| Role | Category | Permission | Access Level |
|---|---|---|---|
| Administrator | Custom Record | File Layout | Full |
| Administrator | Custom Record | File Layout Clone Request | Full |
| Administrator | Custom Record | File Layout Parameter | Full |
| Administrator | Custom Record | File Processing Request | Full |
| Administrator | Custom Record | Data Source for File Layout Parameter | Full |
| Administrator | Custom Record | Feature for File Layout Parameter | Full |
| Administrator | Custom Record | File Processing Request Type | Full |
| Administrator | Custom Record | Temporary File for Section Source | Full |
| Administrator | Custom Record | Layout Section | Full |
| Administrator | Custom Record | Layout Section Clone Request | Full |
| Administrator | Custom Record | Related Section Source | Full |
| Administrator | Custom Record | Related Source Field | Full |
| Administrator | Custom Record | Section Source | Full |
| Administrator | Custom Record | Section Source Clone Request | Full |
| Administrator | Custom Record | Section Source Processing | Full |
| Administrator | Custom Record | Source Field | Full |
Permissions for Other Roles
For roles tasked with generating or importing files, the following permissions should be granted:
| Category | Permission | Access Level |
|---|---|---|
| Custom Record | Data Source for File Layout Parameter | Full |
| Custom Record | Feature for File Layout Parameter | Full |
| Custom Record | File Layout Parameter | Full |
| Custom Record | File Processing Request | Full |
| Custom Record | Section Source Processing | Full |
| Lists | Subsidiaries | View |
| Setup | Custom Fields | View |
| Setup | SuiteScript | Full |
| Setup | SuiteScript Scheduling | Full |
Important Note: If any roles are required to clone file layout records, ensure to grant them the custom record entries permission under the Lists category with Full access.
Conclusion
By organizing roles and permissions effectively, organizations can ensure that their users have the right access to utilize the LATAM File Builder efficiently. This not only facilitates compliance with legal requirements but also improves operational workflows.
Who This Affects
This update primarily impacts the following roles in NetSuite:
- Administrators: who configure permissions.
- Developers: who may create custom scripts related to file processing.
- Finance Teams: who generate or manage financial reporting and transactional data.
Key Takeaways
- The LATAM File Builder in NetSuite 2026.1 requires specific roles and permissions for effective usage.
- Administrators have full default permissions, ensuring they can manage file layouts and associated records.
- Other roles will need tailored permissions based on their responsibilities in file generation and importing tasks.
- Proper permission management fosters compliance with local regulations and enhances data integrity for electronic files.
Frequently Asked Questions (4)
What roles have default permissions to access all custom records in the LATAM File Builder SuiteApp?
What specific permissions should be assigned to roles involved in generating or importing files using LATAM File Builder?
Do roles that need to clone file layout records require additional permissions?
How does managing roles and permissions in the LATAM File Builder help compliance?
Weekly Update History (1)
Updated the Roles and Permissions for LATAM File Builder help topic with additional permissions required for custom roles that generate and import files.
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