Scruffy
07/09/2025, 6:11 PMCeligo AI
07/09/2025, 6:12 PMAI generated answer (using internal Slack threads):To restrict a role to only view records within a location in NetSuite, you can follow these steps: 1. Navigate to the role settings in NetSuite. 2. Under the "Restrictions" section, you can set the location restriction for the role. However, it's important to note that this restriction applies to the role, not individual users. If you have two users with the same role and want to apply different location restrictions to each, you may need to create a copy of the role and apply the location restriction to the new role. For instance, if you have a role that has access to 3 locations and you want to restrict one user to only have access to 1 location, you can create a copy of the role and apply the location restriction to the copied role. Then, assign the copied role to the user you want to restrict. If you want to restrict users from performing transactions in certain locations but still allow them to view reports and searches about those locations, you can set the location restriction to "Own and subordinates only". However, this will not prevent them from seeing Sales Orders or other records from other locations. The rights in NetSuite are not separated between reporting and other functionalities, so you either give them the rights to see everything or not. ****** 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
07/09/2025, 6:12 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835799575
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828645349
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.825149953
Celigo AI
07/09/2025, 6:12 PM