NetLoan - Bulk Record & Transaction Permission Updater

Overview

The Bulk Record & Transaction Permission Updater is useful when needing to update a role or multiple roles for NetLoan-related record and transaction permissions. The tool can be accessed via the NetLoan System Setup page.

Prerequisite

To use this feature, you must have the NetLoan Global Setup permission enabled for your role. Contact your NetSuite system admin if you need to be granted this permission.

Step by Step Process

  1. Navigate to NetLoan > NetLoan Setup > System Setup

2. Select the Import Tools subtab, then click the tool link under Bulk Custom Role Permissions Import

3. Select the desired Role(s) (ctrl + click to select multiple) and if desired, choose one of the available permission templates from the Permission Template dropdown.

4. Make any necessary changes to the record and transaction permissions.

5. Click Update Roles.

6. Once complete, a success ribbon will be displayed at the top of the screen.

Notes

  • The Permission Template dropdown provides pre-configured access levels aligned to common NetLoan user roles (Loan Clerk, Loan Specialist, Loan Accounting Manager, Accounting Manager/System Administrator). Selecting a template populates default permissions, which can then be adjusted before applying.
  • This tool updates record and transaction permissions (e.g., NetLoan Loan, NetLoan Payment, NetLoan Schedule Line). For updating Suitelet permissions in bulk, use the Bulk Suitelet Access Updater instead.
  • Permissions can also be configured manually via Setup > Users/Roles > Manage Roles. See NetLoan - Roles and Permissions Setup for additional information.
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