We have 3 channels: medical, d2c and retail If we...
# general
j
We have 3 channels: medical, d2c and retail If we want to have medical reps come on board but I only want them to see medical related information in netsuite is that possible through roles and permissions? If a customer is categorized those 3 ways and I only want my medical reps to be able to see medical customers in netsuite how do I go about that?
e
In NetSuite, what are this channels? Locations? Classes? Custom Segments?
j
@Edgar Valdes no they aren't segments
We do have a custom segment that would be able to identify
m
I think the only way to do this is if each channel was a subsidiary then you could restrict reps by subsidiary. Outside of that other restrictions probably won’t provide the level of access you are looking for
You could try to setup your channels as locations and provide location restrictions but that will only affect transactions not customer data