NetClose - Add Granular Permissions by Role
Overview
This article provides instructions on configuring granular permissions by role. These permissions determine which actions and data are accessible to each role, providing segregation of duties according to organizational requirements.
Configuration Options
The below permissions can be added to any existing custom role in NetSuite, or you can create a new custom role.
We advise modifying existing roles so that users can access NetClose without needing to switch to a different role.
Before proceeding, make sure that NetClose Users are configured on employee records.
Access Level Matrix
| Access Level | Abilities |
|---|---|
| None | The user has no access at all |
| View | The user can view the record, but that's all. No edits, creation, or deletion. |
| Create | The user can view and create records, but cannot edit or delete. |
| Edit | The user can view, create, and edit records. They cannot delete records. |
| Full | The user can perform all actions on the record (if not prevented by scripting). |
NetClose Permissions
Transactions
| Permission | Description |
|---|---|
| NetClose Top-Side Adjustment | Gives access to NetClose > Close Management > Top-Side Adjustments, and potentially the ability to create these top-side adjustment entries. |
Custom Records
| NetClose Account Grouping | Gives access to NetClose > Setup > Account Groupings & Rules, and potentially the ability to create account groupings for reconciliations. Read more about account groupings here. |
| NetClose Accounting Procedure | Gives access to NetClose > Setup > Accounting Procedures, and potentially the ability to create accounting procedures for steps and tasks to be assigned to. Note that this does not give access to create or attach steps to accounting procedures. Read more about accounting procedures and steps here. |
| NetClose Accounting Procedure Step | Gives access to accounting procedure steps. With just this permission, the access to these records is difficult because there's no dedicated navigation link. Best used in conjunction with NetClose Accounting Procedure permission. |
| NetClose Accrual | Gives access to NetClose > Accruals and the ability to create new or view existing accruals. Read more about creating accruals here. |
| NetClose Accrual Automation | Gives access to the NetClose > Setup > Accrual Automation record page. |
| NetClose Accrual Modification | Gives the ability to interact with accrual modifications. With just this permission, the access to accrual modification records is difficult because there's no dedicated navigation link. Modifications are typically created from accrual records (a button at the top of the record), so this permission is best used in conjunction with the NetClose Accrual permission. Read more about accrual modifications here. |
| NetClose Accrual Schedule Line | Gives the ability to see and interact with accrual schedule lines on the Accrual Schedule subtab on an accrual record. Schedule lines must be related to accrual records, so this permission is best used in conjunction with the NetClose Accrual permission. |
| NetClose Accrual Type | Gives access to NetClose > Setup > Accrual Types and potentially the ability to create or modify accrual types. |
| NetClose Amortization | Gives access to NetClose > Lists > Amortizations and potentially the ability to create, modify, or view amortizations. |
| NetClose Amortization Commence | Gives the ability to commence an amortization on the Amortization record or the Commence Amortizations page. This allows segregation of duties between users the user who creates an amortization and the user who approves the amortization information and schedule. Users with View, Create, or Edit permissions will be able to view the Commence Amortization Page in NetClose, but not commence an Amortization. Only users with Full permission can commence an Amortization. |
| NetClose Amortization Modification | Gives the ability to interact with amortization modifications. With just this permission, the access to amortization modification records is difficult because there's no dedicated navigation link. Modifications are typically created from amortization records (a button at the top of the record), so this permission is best used in conjunction with the NetClose Amortization permission. |
| NetClose Amortization Schedule Line | Gives the ability to see and interact with amortization schedule lines on the Amortization Schedule subtab on an amortization record. Schedule lines must be related to amortization records, so this permission is best used in conjunction with the NetClose Amortization permission. |
| NetClose Amortization Type | Gives access to NetClose > Setup > Amortization Types and potentially the ability to create, modify, or view amortization types. |
| NetClose Close Control | Gives access to NetClose > Close Management > Lock Transactions & Account Segments. Note that edit permissions are needed to lock subsidiaries or transaction types for a period. |
| NetClose Comment | Gives access to comments on task records. This permission is most useful when combined with the NetClose Task permission, since comments are attached to and created on task records. |
| NetClose Dependent Task | Gives the ability to establish task dependencies. Read more about Task Dependencies here. |
| NetClose Email Automation | Enables user to access customized automated email messages through NetClose > Setup > Email Automation. |
| NetClose Flux Analysis | Allows users to access flux analysis records. |
| NetClose Flux Scenario | Allows users to access flux scenario records, which are used to generate flux analysis. |
| NetClose Global Settings | Controls access to the NetClose Global Settings record type. Access to NetClose > Setup > System Setup is controlled by the Enable Features permission under the Permissions > Setup > Enable Features of each Role. |
| NetClose Lock Modules | Gives access to users to be able to lock the NetClose Flux, Reconciliations, and Tasks modules from the NetClose > Close Management > Lock NetClose Modules page. |
| NetClose Non Working Days | Gives access to NetClose > Setup > Non Working Days, allowing the user to interact with the non-working days for each work calendar. Read more about non-working days and work calendars here. |
| NetClose Overdue Reason | Gives access to NetClose > Setup > Overdue Reasons so that a user can add additional options to select if the Overdue Reasons setting is on. |
| NetClose Recon Limited Activity | This permission is used in conjunction with the Limited Recon Functionality setting under NetClose > Setup > System Setup > System Features - the permission will not have any effect if that setting is disabled. When a user only has NetClose Reconciliation permission set to View setting the NetClose Recon Limited Activity permission allows them to change the status of a recon and refresh or sync balances without changing any other values. |
| NetClose Reconciliation | Gives access to NetClose > Lists > Reconciliations and the ability to interact with reconciliation records. This permission is more useful when combined with the NetClose Reconciliation Item permission, as it allows the ability to see linked reconciliation items. |
| NetClose Reconciliation Clearing Info | Gives access to NetClose reconciliation clearing info. |
| NetClose Reconciliation Item | Gives access to NetClose > Close Management > Generate Reconciliations ONLY IF the role also has an Account Grouping permission that is at least a view permission. Also gives access to NetClose > Lists > Reconciliation Items, and the reconciliation items subtab on a reconciliation record. |
| NetClose Relative Date | Relative to your Work Calendar - can set due dates for tasks. |
| NetClose Sent Email Automation | Gives ability to interact with records holding information about sent emails. |
| NetClose Sourcing | Gives access to the NetClose > Setup > Sourcing page so that users can set up sourcing from NetSuite custom segments and fields to NetClose records. |
| NetClose Task | Gives access to NetClose > Tasks, enabling the creation of new tasks from a single tab (if create access or higher is given). Also gives access to a list of tasks in NetClose > Lists > Tasks. |
| NetClose Task Classification | Gives access to NetClose > Setup > Task Classifications. allowing the user to interact with the task classification list. |
| NetClose Task Limited Activity | This permission is used with the Limited Task Functionality setting under NetClose > Setup > System Setup > System Features. When a user only has NetClose Task permission set to View setting the NetClose Task Limited Activity permission allows them to change the status of a task and mark steps on the task complete without changing any other values. |
| NetClose Work Calendar | Gives access to NetClose > Setup > Work Calendars, allowing the user to interact with the different work calendars that will be used by NetClose in task timing and generation. |
Automated Role Permissions Setup
Step by Step Process
- Navigate to NetClose System Setup by accessing NetClose > NetClose Setup > System Setup
- Select the Import Tools Subtab and then select the Bulk Custom Role Permissions Import Tool link:
- Select desired Role(s) (ctrl + click to select multiple) and a Permission Template:
- Make any desired changes to the permissions
- Select Update Roles:
- Screen will show loading indicator
- Once complete, a success ribbon will appear at the top of the screen:
- To review the result, access the Role record via Setup > Users/Roles > Manage Roles > View.