NetCash Roles and Permissions

OVERVIEW 

The utilization of roles across organizations using NetSuite can vary significantly. NetCash is built to allow any desired user to access the system without the need to create or update custom roles by granting a new "NetCash Administrator" role. 

Alternatively, specific permissions can be added to current user roles to configure various levels of NetCash system access.  To grant a user access to the NetCash system, follow the below steps.

STEP BY STEP PROCESS: Set employee as "NetCash User" (Required)

• Navigate to the desired employee record (Setup > Users & Roles > Manage Users) 

• On employee record select Edit View full size  

• Under "NetCash" select "Full" for the NetCash User Type View full size
  

• If you are adding users in mass, the NetCash Roles and Permissions Input Template NetCash Users tab can be used to gather user information.

STEP BY STEP PROCESS: Grant access to NetCash Administrator role (Optional)

• If the individual is not already an administrator, under “Access” add permission “NetCash Administrator” 

View full size  

• Select Save View full size  
  
  

• If you are adding users in mass, the NetCash Roles and Permissions Input Template NetCash Users tab can be used to gather user information.

STEP BY STEP PROCESS: Modify existing or create custom role (Optional)

Access to NetCash is determined by adding permissions to access the underlying records. For each page listed below, see the required record and permission level to view or take action on the page. 

Reminder: All users must be a "NetCash User" as described above to view any of the pages listed below.    

If you are modifying roles in mass, the NetCash Roles and Permissions Input Template Granular Permissions tab can be used to gather role information.