Here is the list of the questions sent out during the webinar and the answers that were provided.
Can you set the Customer 360 Dashboard as the default view when opening a customer yet?
As of now, you can only navigate to the Customer 360 Dashboard using the 3 ways discussed earlier.
I didn't think that Shortcuts were overwritten. Can the number of Custom Search portlets be increased for a dashboard?
This was referring to the Shortcut portlet on the dashboard.
Can I preview what the dashboard looks like? How?
Since you are the one publishing the dashboard, the dashboard you have before publishing to a custom role will be the exact one that gets copied. The setup and look of your dashboard before publishing serves as the preview.
We wish to have a role that only allows viewing the Employee → Communication → Messages tab entry (and not Employee Address in the header).
A custom form is the cleanest way to do this in NetSuite.
- Field-Level Access can hide individual fields, but it doesn’t always apply cleanly to subtabs like “Communication → Messages.” It also won’t hide just the Address subtab in the header.
- Custom Forms allow you to:
- Hide entire subtabs
- Show only the “Messages” subtab
- Remove or rearrange fields/sections in the header
Do we have a custom role just like the Administrator role that we can customize further?
Yes, you can create a custom role based on the Administrator role in NetSuite, but there’s an important limitation:
- The built-in Administrator role is special—it has unrestricted access, bypasses certain permission checks, and can view all records regardless of restrictions.
- If you copy the Administrator role, the copy will not inherit these “superuser” privileges. Your custom role will still need explicit permissions for everything you want it to access.
Is there an easy way to set up an Admin role for each subsidiary?
Yes, you can set up “Admin-like” roles per subsidiary in NetSuite. The important thing to note:
- The real Administrator role ignores subsidiary restrictions.
- Copies of the Administrator role will respect subsidiary restrictions, which is what you want for per-subsidiary admin setups.
In the role setup:
- Go to Restrict to Subsidiary → Select the specific subsidiary.
Thank you for joining us. You can watch the full session here: Webinar Replay: Top Tips for IT Pros Using NetSuite
