This notice applies to customers who have Customization enabled in your account and you use custom record types with the "No Permission Required" Access Type.
What is Changing?
Currently, authorized users can set the access type of a Custom Record Type to "No Permission Required". This setup makes the Custom Record Type public, granting full access to its entries to any user, including external users and unauthenticated users over the Internet and is documented in Setting Permissions for a Custom Record Type help topic, SuiteAnswers ID 10148.
In order to provide more control over who may access your custom record entries, NetSuite has introduced a more precise setup to users with the required permissions. The access type option of No Permission Required has changed to No Permission Required for Internal Roles. When this option is selected, two additional more granular dropdown list fields will appear from which you can select additional access levels to permit with no permission required:
- External Roles Access
- Unauthenticated Users Access
Based on the historical access to the entries of each such custom record type, NetSuite has revised your access designations and selected either No Permission Required for Internal Roles only, or combined with a specific level of access for External Roles and Unauthenticated Users. In some cases, this change may result in some users having insufficient access to these custom record types and their entries.Required ActionPlease review all of your custom records that you previously designated as No Permission Required, which will now show as No Permission Required for Internal Roles, to determine if the access setting is appropriate. If either of the options to expand access are checked, be sure that you want to allow external users access to this record and update the access type accordingly. For more information, see the Setting Permissions for a Custom Record Type help topic, SuiteAnswers ID 10148.To quickly identify the relevant Custom Record Types to review:
- Create a SuiteAnalytics dataset of Custom Record Definition record type.
- Go to Analytics menu > Datasets tab.
- Click New Dataset button, and using the search box filter the record types to Custom Record Definition.
- In the resulting List, select Custom Record Definition.
- Finally, configure the new dataset to display only custom record types with No Permission Required for Internal Roles as the access record type.
For more information, see the Custom Workbooks and Datasets help topic, SuiteAnswers ID 82336.
To review and update the access type of your custom records:
- Go to Customizations > Lists, Records, & Fields > Record Types.
- For each unlocked Record Type (no lock icon), review the Access Type setting and consider changing it to either Require Custom Record Entries Permission or Use Permission List.
- If you select Require Custom Record Entries Permission, on each Role page, go to the Lists subtab of the Permissions subtab and set the appropriate access level.
- If you select Use Permission List, go to the Permissions subtab and define which roles should have permission to access this custom record type.
- If you agree with and want to keep the updated settings, no additional changes are needed.
If you choose to use No Permission Required for Internal Roles, External Roles Access, or Unauthenticated Users Access, we strongly recommend you provide additional restrictions through the use of scripts and/or workflows to tightly control access to your record instances consistent with your business needs.
If you have any questions, please contact NetSuite Customer Support.