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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
NetSuite 2025.2 Release Notes - This document summarizes the changes to NetSuite between 2025.2 and the previous release.
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
SuiteWorld October 6 - 9, 2025: Agenda Builder is live!

Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!

Check out this thread to learn more!

Restricting empoyees view of customers

edited Jan 8, 2020 3:38AM in SuiteCloud / Customization 11 comments

I have an employee who is contracted, and works and accesses NetSuite from another location.

Each of our customers is assigned an OWNER (drop down list that sources employees) and a DEPARTMENT (drop down list that sources from department). Each employee has a report that shows them what customers are assigned to them.

For this employee that is contracted, currently he can see ALL customers. I need help creating a new roll, and form, so that he can only see customers assigned to him, and no others. I have restricted his access to "Default to own, subordinates only" and applied Department restrictions and now he can’t see any customers.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 3 (Jul-Sep 2025)

This Week's Leaders

This Month's Leaders

All Time Leaders