Creating Custom Roles for SCIS

This topic applies to

Applies to

SuiteCommerce InStore

You may want to create additional roles beyond the roles installed by the SuiteCommerce Instore SuiteApp. For example, perhaps Sales Associate is the job title used in your organization, instead of Clerk. You can create a custom role in your account called Sales Associate, based on the original SCIS Clerk role. If additional roles are needed, then an administrator must create custom roles with the same role-based permissions as the roles installed by the SuiteCommerce Instore SuiteApp.

Tip

When creating new roles for use with SCIS, best practice is to always use a role installed by the SuiteCommerce Instore SuiteApp as a template. This will preserve permissions that are required for entering and searching for transactions. If role permissions are not set correctly, critical operations could be disabled for users with that custom role.


To customize a role installed by SCIS:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Click Edit next to SCIS Clerk.

  3. In the Name field, enter a name for the role you are creating. The name you create displays in NetSuite on the list of roles.

  4. Add permissions as needed.

    Important

    Do not remove any permissions for Transactions, Lists, Setup, or Custom Records. Removing permissions can prevent workers from completing standard transactions in SCIS.


  5. Check the Restrict this Role by Device ID box.

  6. Click Save As to add your custom role to the list. This preserves all the permissions on the original role installed by SCIS.

After you create roles for employees who will be using SCIS, grant permissions for each role. For more information, see SuiteCommerce InStore Permissions.