Nada Ahmed
01/03/2025, 1:12 PMCeligo AI
01/03/2025, 1:12 PMAI generated answer (using internal Slack threads):In NetSuite, permissions for a role to run financial reports are managed through the role's settings. If a custom role doesn't have permission to see financial statements, giving that role Audience+Access to a custom financial report on the report Options will not allow the custom role to see the Custom Financial Report. The role needs to have the necessary permissions set. If you want to restrict Financial reporting permissions, you can create a Custom role with Financial Reporting permissions but restrict the role to a specific Location & Department. This way, the employee will only have access to the P&L report for that specific location and department. However, if you want to create a role that can see a summary level view of all financial reports but can't drill down to transaction detail, this is not natively possible in NetSuite. The closest you can do is provide access to the report, but withhold access to the actual record. This would still afford access to the detail view. ****** 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
01/03/2025, 1:12 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.845364392
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844006181
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837356865
Celigo AI
01/03/2025, 1:12 PM