Discussions

Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.

Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!

Update your Profile with your Support type to get your Support Type badge.

Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.

Make Your Voice Heard: What Tech & ERP Topics Should We Explore in our Next Webinar?? We’re all ears! Vote now, and the poll runs until January. Poll for ERP | Poll for Tech.

Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!

Limit view of queue by territory

Aug 25, 2009 9:04AM edited Nov 22, 2019 4:34PM in CRM 8 comments

It's been awhile since I have setup case territories and rules and need to be able to limit specific employees to one or more queues (territories).

These employees CAN NOT see the other queues (since they are managing partner's customers in a sense), thus it is imperative to be able to set up dashboard and list views of cases that stay strictly to the '-Mine' or '-My Team' settings. I tried different things such as:

- Roles: Restrict to Me and Subordinates Only
- Saved Searches: Restricted by Role
- Groups: Restrict to Group

In all cases, when I go to the dashboard as a support role, I see every support rep and support group. I don't want this. I want the support rep to be fully restricted to seeing ONLY their cases (or if a supervisor, their teams cases) and no other support rep, territory, or group.

Howdy, Stranger!

To view full details, sign in.

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 2 (Apr-Jun 2025)

More...

This Week's Leaders

More...

This Month's Leaders

More...

All Time Leaders

More...