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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Missing Segment from drop down when giving role to Segments
I am trying to give Sales Manager role access to custom Segment Region, but I don't see it from the drop down box.
I have done all the steps below, but it is not showing up.
Am I missing something?
Current set up is this:
Sales Manager - Employee record has custom segment Region NA
Sales Manager Role (this is a Sales Role) - Employee Restrictions: none - default to own and Permissions→Setup→Custom Segments (Level Full)
Custom Segment - Permissions - Role: Sales Manager (record access level Edit, Search/Reporting Access Level Edit)
_______________________
Create the Region Custom Segment
0