Mark uses NS to run financial reports, modify the reports as necessary for his needs, and view details of JEs when needed. He will not need access to record entries or make changes. Is there a role that would fit that type of use?

AI generated answer (using internal Slack threads):

Based on the conversations, it seems that NetSuite does allow for the creation of custom roles that can limit the access of users to certain financial reports and transaction details. However, it's important to note that this might not be a native feature and may require some customization. For instance, one way to achieve this is by providing access to the report, but withholding access to the actual record. This would still afford access to the detail view, but not the transaction detail. Another way is to create a custom transaction type journal and restrict it to certain roles only. However, this would mean that those roles would lose access to any journal entry, not just the specific ones you want to hide. For the case of Mark, who needs to run financial reports, modify the reports as necessary for his needs, and view details of JEs when needed, but does not need access to record entries or make changes, a custom role could be created that provides him with the necessary access. This role could be set up to allow access to the financial reports and JEs, but restrict access to record entries or make changes. However, it's important to note that if a user has an admin role tied to their profile, they would have access to all information, regardless of the restrictions set on their custom role. Therefore, it's crucial to ensure that the admin role is removed from their profile if you want to limit their access. Lastly, if you want to give users access to a custom P&L report without giving them the Financial Statements permission, you can do so by granting access on the Access subtab. This would override the standard, role-based permission associated with the target. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******