Selecting Dashboards for Roles in NetSuite

In NetSuite, selecting dashboards for different roles is crucial for ensuring that users have access to relevant data tailored to their functions. This process differs slightly depending on whether you are dealing with standard or custom roles.

How Do You Select a Dashboard for a Standard Role?

For standard roles, the process begins by navigating to the Dashboard subtab where you can select a published dashboard accessible to that role. It's important to note that only those dashboards that have been published to the role's designated center will be available for selection.

This allows for a consistent user experience across users in the same role, as they will be looking at the same information and utilizing similar functionalities tailored to their operational needs.

How Do You Select a Dashboard for a Custom Role?

In the case of custom roles, users can click on the Dashboard subtab to see the currently published dashboard associated with that role. However, a key limitation exists: dashboards cannot be published directly from the Dashboard tab of a custom role. Instead, to publish a dashboard to a custom role, you must use the Publish Dashboard link located within the Home Settings portlet.

This methodology ensures that administrators can manage the dashboards effectively, thereby enhancing the operational efficiency of users assigned to custom roles.

Key Considerations

• Only dashboards assigned to the role's center are selectable for standard roles.
• Custom roles require specific procedures to publish dashboards, emphasizing central control over the customization process.

Proper management of dashboards according to user roles not only benefits individual users but helps maintain a cohesive working environment where everyone is aligned with shared information.

Who This Affects

• Administrators: Responsible for publishing dashboards.
• Developers: Need to understand role-based settings for customization.
• Users: Utilizes the dashboards for operational tasks.

Key Takeaways

• Standard roles select dashboards through the Dashboard subtab.
• Custom roles cannot publish dashboards directly within their tab and must use Home Settings.
• Published dashboards facilitate a consistent interface for users with related roles.

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