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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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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!
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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.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Restricting sales by rep summary
I would like to ensure that sales reps can pull standard reports like Sales by rep summary, but restrict them from seeing other reps results. At the same time, ensure they have access to all customers without "owning" them.
I have tried adjusting the roles settings, but irrespective of the Employee Restrictions setting, some reps still show and "unknown" still shows. Also tightening this setting restricts the rep from searching for other customers.
I am assuming this is just a role configuration issue. Any advice?
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