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.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Outside Sales Group - How would you admins set this up?
We have a pretty unique situation with an outside sales group that all have seats on our NetSuite account. The group, I'll call them Acme Sales, has two managers and 7 regular reps. I need to accomplish the following:
[LIST]
[*]Restrict supervisors to only see customers and transactions where they are the sales rep or their subordinate is the sales rep.
[*]Restrict sales reps to only see customers and transactions where they are the sales rep or their supervisor is the sales rep. - basically I want to allow the sales group to all have access to only their own customers and transactions[/LIST]
Steve Klett | Senior Developer
NetValue Technology
0