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Our service partner for bank feeds integration in U.S. and Canada will undergo four (4) hours of planned maintenance on December 7 - 8, 2024.

Please be advised that our authorized Account Integration Service Provider for the NetSuite Bank Feeds SuiteApp will undergo approximately four hours planned outage. Standard maintenance will take place to perform a database upgrade.

The schedule of the planned outage is on Saturday, 7 December 2024, from 10:00 p.m. Pacific Time to 2:00 a.m. Pacific Time, Sunday, 8 December 2024.

During the maintenance window, all connections and import requests to your financial institutions in the United States and Canada through the Bank Feeds SuiteApp will be unavailable. If you try to connect a new U.S. or Canada financial institution to NetSuite or manually initiate an import request, you will receive an error message.

To view the most recent bank feeds maintenance schedule, see Bank Feeds SuiteApp Maintenance Schedule, SuiteAnswers ID 94347.

[Role Permissions] Editing Customer Data

edited Nov 21, 2023 11:29AM in Ask A Guru 3 comments

Hi All,

We are in the process of reviewing our Role permissions and are looking to clarify whether it is possible restrict certain roles (specifically our Sales Team roles) to be able to edit only certain parts of a customer's record.

For example, they should be able to edit customer contact details, but not customer class or region allocation (though they should be able to view these details).

Is this degree of restriction possible within NetSuite? I have had a look both on the software and online and cannot find anywhere to edit restrictions that are this specific.

If any other information would help, please do let me know.

Howdy, Stranger!

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