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How to View All Partners Activity Using Sales Manager Role

edited Aug 27, 2022 12:57AM in Account Administration

Scenario

When running the Reports > Marketing > Partner Activity report from the Administrator role, events from Partner 1 and Partner 2 are visible but not in the Sales Manager role.

The Sales Manager role has proper permissions (like Partners and Events) and there are no restrictions.

Solution

It is NetSuite's behavior that events created by other users are not seen unless a user has Core Administration Permissions.

By default, Core Administration Permissions is not assigned to any roles. The Core Administration Permissions feature is enabled by default.

To assign Core Administration Permissions to a role:

  1. Go to Setup > Users/Roles > User Management > Manage Roles (Administrator)

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Michelle Jabanes | NetSuite Support Community Administrator

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