Nada Ahmed
09/23/2024, 5:30 PMCeligo AI
09/23/2024, 5:30 PMAI generated answer (using internal Slack threads):To restrict a Project Manager to see the bills related to their projects only, you can leverage the role-based permissions and restrictions in NetSuite. Here are the steps: 1. Create a Custom Role for the Project Manager: Navigate to Setup > Users/Roles > Manage Roles > New. Give the role a name, such as "Project Manager". 2. Set Permissions: In the 'Permissions' tab, add the necessary permissions for the Project Manager. For example, you might want to give 'View' permission for 'Transactions' and 'Lists'. 3. Set Restrictions: In the 'Restrictions' tab, you can set the 'Employee Restrictions' to 'Own and Subordinates Only'. This will restrict the Project Manager to only see their own bills and those of their subordinates. 4. Assign the Role to the Project Manager: Go to Lists > Employees > Employees. Edit the Project Manager's record and assign the new role to them. Remember, the Project Manager will only be able to see the bills that are associated with their own projects or their subordinates' projects. They will not be able to see any other bills in the system. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/23/2024, 5:30 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.864315391
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.811282337
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.807552755
Celigo AI
09/23/2024, 5:30 PM