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
Edgar Valdes
06/05/2024, 9:33 PM
In NetSuite, what are this channels?
Locations? Classes? Custom Segments?
j
Jackie Yang
06/05/2024, 9:37 PM
@Edgar Valdes no they aren't segments
Jackie Yang
06/05/2024, 9:38 PM
We do have a custom segment that would be able to identify
m
MGBC
06/05/2024, 11:06 PM
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
MGBC
06/05/2024, 11:06 PM
You could try to setup your channels as locations and provide location restrictions but that will only affect transactions not customer data