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New to NetSuite | Unable to Edit a Default Folder in File Cabinet

Sep 11, 2024 2:43PM in Account Administration & CSV Import

The File Cabinet is a centralized repository where users can store, manage, and organize documents and files. It functions similarly to a file storage system on a computer, but it is integrated into the NetSuite platform, allowing for easy access across various users and departments within an organization.

Customers may seek to customize access to the default folder for several reasons, including:

Confidentiality
Compliance
Data Integrity
Role-Based Access
Operational Efficiency
Company Requirements

Customizing or restricting access to a file or folder is a key measure for safeguarding sensitive information, ensuring compliance, and maintaining the integrity and security of critical documents within an organization.