Roles and Permissions

in nue, roles and permissions are used to control access to various functions and data within the system here's an overview of how they work roles roles define a set of permissions for accessing different functions in nue each role specifies what actions a user can perform and what data they can see users and roles a single user can be assigned multiple roles, allowing them to switch between different sets of permissions as needed one of these roles is designated as the primary role, which is the default role when the user logs in custom roles users with the necessary permissions can create custom roles custom roles can be tailored to fit specific job functions by selecting appropriate permissions from a comprehensive list of available options permissions permissions determine the level of access a role has to nue features, such as viewing, editing, creating, or deleting records permissions can be set at various levels, including transactions, lists, and setup role management administrators can manage roles by assigning or revoking them for users, modifying permissions, and creating new custom roles to meet the organization's specific needs this system allows for flexible and granular control over what users can do within netsuite, ensuring that they have access to the functions and data necessary for their roles while maintaining security and compliance role management permission required the following functional permissions are required to perform these actions system settings → manage users this permission is required to assign roles to users system settings → manage roles this perission is required to edit standard roles, create custom roles, and manage roles in general view and edit standard roles admin users with above mentioned permissions can view and edit standard roles there are 4 the following 4 standard roles available in nue role description system administrator users with this role typically have access to all features and can manage every aspect of the system sales representative this role is designated for sales personnel they can view customers, orders, view and manage bundles, view invoices, focusing on the sales process revenue operations mananager users in this role can oversee the entire business operation, from defining the product catalog and pricing strategy to managing the quote to cash process they have access to all business related features finance operations manager this role is assigned to members of the financial team they primarily focus on revenue related data for billing purposes in nue, each role contains a list of features , and each feature contains a list of functions for instance, role feature function finance operations manager invoice management view invoices activate invoices create invoices delete invoices by default, standard roles come with permissions enabled for a predefined set of functions admin users can modify these permissions as needed to meet the specific needs of their organization to modify the permitted functions of standard roles, users can follow these steps log in to the nue app https //app nue io navigate to settings and click on roles select one of the standard roles check or uncheck the boxes in front of the functions to enable or disable permissions for these functions in the role the changes are automatically saved and will take effect immediately for users assigned to these roles create custom roles admin users can also create custom roles according to specific needs of the organization by following the steps below in settings → roles, click on the button "new user role" enter a role name, such as "billing specialist " select all the permissions needed for the custom role if the checkbox in front of a feature is selected, all functions within that feature will be enabled by default for example, for the billing specialist role, select the invoice management, credit memo management, and billing schedule features, as well as the "view orders" function in the order management feature click save and close assign user roles a single user can be assigned multiple roles, allowing them to switch between different sets of permissions as needed one of these roles is designated as the primary role, which is the default role when the user logs in to assign roles to a user, follow these steps log in to the nue app and navigate to settings → organization settings click 'edit users ' to assign one or more roles to multiple users select the checkbox in front of the users and click 'assign user roles ' in the "user role" popup, the currently assigned roles are already selected select or unselect the roles to assign to the users, then click the 'assign roles' button at the bottom to assign one or more roles to a specific user click the 'role' icon next to the user in the "user roles" popup, the assigned roles and their associated features and functions are displayed click 'assign user role ' select or unselect the roles to assign to the user, then click the 'assign roles' button at the bottom to set a role as the primary role for a user in the "user roles" popup, the primary role is always displayed in the first tab to assign a different role as the primary role, navigate to the desired role's tab and click the 'set as primary' role button at the bottom of the popup switch user role after logging into nue, the user's primary role will be activated if the user has multiple roles assigned, they can switch roles by following these steps click the "down" arrow next to the organization name a list of all assigned roles will be displayed if there is more than one click on the desired role name to switch to it the page will refresh, showing the menu items available for the newly selected role the next time the user logs in, the new role will be activated by default list of roles, features and functions product feature function description default permissions system administrator sales representative revenue operations manager finance operations manager price builder advanced pricing & discounting basic function all non api users are assigned with this basic function to login to the system and view basic menus and pages x x x x view price books users can view price books x x x manage price books users can edit price books x x view price tags users can view price tags x x x manage price tags users edit pri x x view product relationships users can only view product relationships x x manage product relationships users can edit product relationships x x x bundle builder view bundles users can only view bundle suites / product catalog / product groups / uoms x x x manage bundles users can edit bundle suites / product catalog / product groups / uoms x x self service publish products users can publish products and bundles for self service access x x publish price books users can enable price books for self service accss x x the nue platform system settings organization settings users can view and edit the organization settings x manage users users can view / create / edit users and assign roles to them if this function is not enabled, the ‘edit users' button under 'organization settings’ will be hidden x manage roles users can view / create / edit / delete roles and set permissions for roles x manage events and webhooks users can register and manage webhooks, notifications and other events x data import and export users can use nue import/export apis to manipulate supported data x lifecycle manager settings users can configure settings for quotes, orders, subscriptions and renewal processes x view api keys users can reveal api keys and view api logs associated with those keys x manage api keys users can reveal api keys, view api logs associated and roll the keys x manage security settings users can view and edit the organization’s security settings x salesforce integration manage connection users can view and manage the salesforce connection on nue setting page x integrations manage stripe integration users can view and manage the stripe connection on nue setting page x manage quickbooks integration users can view and manage the quickbooks connection on nue setting page x manage rightrev integration users can view and manage the avalara connections on nue settings page x manage avalara integration users can view and manage the avalara connections on nue settings page x analytics view pipeline dashboard users can view the pipeline dashboard and see the charts based on their data access permissions x x manage dashboard users can manage and configure the revenue lifecycle dashboards https //docs nue io/docs/tutorial/tutorial nue analytics/revenue lifecycle/#nue dashboards x view booking dashboard users can view the booking dashboard and see the charts based on their data access permissions x x x view billing and collections dashboard users can view the billing and collections dashboard and see the charts based on their data access permissions x x x lifecycle manager customer management view customers users can only view customers x x x x manage customers users can view / create / edit / delete customers x x x x order management view orders users can only view orders x x x x manage orders users can view / create / edit / delete orders x x x x asset management view assets users can only view assets / subscriptions / physical assets / entitlements x x x x manage assets users can edit assets / subscriptions / physical assets / entitlements x x everything billing revenue recognition manage revenue contracts x x x billing schedule manage billing schedules users can create, run and manage billing schedules x x manage credits users can configure credit settings users without this permission can still view / purchase / consume credits x invoice management view invoices users can view all invoices in read only mode x x x x activate invoices users can activate draft invoices to be active invoices x x x cancel invoices users can cancel invoices x x x delete invoices users can delete draft and cancelled invoices x credit memo management view credit memos users can view all credit memos in read only mode x x x x activate credit memos users can activate draft credit memos to be active credit memos x x x cancel credit memos users can cancel credit memos x x x delete credit memos users can delete draft and canceled credit memos x usage management view usages users can view usage records x x x x rate usages users can upload and rate usage records x x x collections view payment applications users can view payment applications and payment application items x x x x manage payment applications users can manage payment applications and payment application items x x x entity management view entities users can view all entities in read only mode x x x x manage entities users can create, edit, activate, and deactivate entities x taxation manage tax code users can create, edit and manage tax codes x x x