Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 18, 2026, at 8:00 PM Pacific Time, our Case Management System will undergo a scheduled maintenance for approximately 15 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Partner Role Restriction Not Working
I have a custom role for use by Partners and would like to restrict all records/transactions by the Partner field. In setting up the Role, I select "Own & Subordinates Only" in the Employee Restrictions field... and check off "Partner Role". According to the help docs this is supposed to restrict visibility/access to records "owned" by that Partner. However, all records are still visible.
(from the help docs)
17. If you use the Partner Relationship Management feature and have set restrictions in the Employee Restrictions field, check the Partner Role box to restrict partners to records and transactions based on the Partner field.
0