Reference
Roles & Permissions Reference
Complete guide to SuitePortal user roles and permissions. Admin, Member, and Viewer capabilities, custom roles, and role assignment for your NetSuite portal.
SuitePortalComplete guide to SuitePortal user roles and permissions. Admin, Member, and Viewer capabilities, custom roles, and role assignment for your NetSuite portal.
This reference explains what each role can access and do in SuitePortal.
SuitePortal includes three built-in roles. You can also create custom roles if needed.
Full access to all features and settings.
Best for: Organization administrators who need to manage users and settings.
Standard access for day-to-day portal use.
Best for: Regular users who need to view data and take actions like making payments.
Read-only access to view information without making changes.
Best for: Users who only need to view data, like executives reviewing reports.
Detailed breakdown of role capabilities.
| Capability | Admin | Member | Viewer |
|---|---|---|---|
| View invoices | ✓ | ✓ | ✓ |
| View sales orders | ✓ | ✓ | ✓ |
| View account balance | ✓ | ✓ | ✓ |
| View payment history | ✓ | ✓ | ✓ |
| View organization details | ✓ | ✓ | ✓ |
| Capability | Admin | Member | Viewer |
|---|---|---|---|
| Make payments | ✓ | ✓ | — |
| Download documents | ✓ | ✓ | — |
| Update profile | ✓ | ✓ | ✓ |
| Capability | Admin | Member | Viewer |
|---|---|---|---|
| View all users | ✓ | — | — |
| Invite new users | ✓ | — | — |
| Change user roles | ✓ | — | — |
| Remove users | ✓ | — | — |
| Capability | Admin | Member | Viewer |
|---|---|---|---|
| Change organization settings | ✓ | — | — |
| Configure extensions | ✓ | — | — |
| Manage API keys | ✓ | — | — |
| View sync settings | ✓ | — | — |
If the built-in roles don't fit your needs.
How roles are assigned and changed.
Role changes take effect immediately.
A user can have different roles in different organizations. For example:
Tips for managing roles effectively.
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