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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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Restrict access to custom record to employee and subordinates
Hi All,
I have added a custom record that includes customer and employee as fields.
I would like to restrict access to the information in this record such that each sales rep sees only their and their subordinates entries. The restriction should include list views, searches and reports as well.
Unfortunately, setting the role option 'Employee Restrictions' to 'own and subordinates only' doe NOT affect custom records. Enhancement 96641 has been created to address this.
Does anyone have a good workaround for this limitation? Some roles should be able to view/edit all entries for this record but sales reps should only be able to view/edit their own.
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