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NetSuite OneWorld Implementation 2011 R2 by Thomas Foydel

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Configuring custom roles

After custom fields, records, and forms are 80 percent complete, you can start to configure your custom roles. Invariably, it will take custom roles to help you manage your business processes, based on how you divide your business functions today. You manage all of your OneWorld security with custom roles, meaning that you allow or disallow access to records, based on role permissions. The best way to get a handle on the current division of labor is to set up a matrix, as shown in the following sample:

Configuring custom roles

Obviously, this is only an example of a much larger spreadsheet, but the point is that before you start designing roles, ...

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