Welcome to Part 2 of NetSuite Segregation of Duties or SOD. In this article, we will show you how to run the User Permission Report in NetSuite through;

I suggest you watch the video. It’s easier to understand if you are a visual/audio learner. The content below is the same as the video. It’s for those who learn by reading.

 

How to Run User Permission Reports in NetSuite

In NetSuite, for us to see all the users along with their roles, their permissions, and permission levels, we need to do an advanced search. We use the custom search to pull out all the users, what roles they have, the permission each role has, and what level of permission they have. In this video, I’ll show you how to run that NetSuite Report.

 

How to Run User Report or Employee Search

To do this, go to Reports, then go to New Search. Of course, this is assuming that you’ve logged in to your NetSuite account.

Instructions for NetSuite SOD User Permission Report

Step 1 – Instructions for NetSuite Segregation of Duties on how to run the User Permission – Run User Report or Employee Search

The search that we’re looking for is the Employee Search, towards the middle right there.

Instructions for NetSuite SOD User Permission Report looking for the employee

Step 2 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – employee search

We will be using advanced search for this search, so click the box “Advanced Search.”

Instructions for NetSuite SOD User Permission Report employee search

Step 3 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – click advance search

Your user interface will change, and your screen will look something like this.

NetSuite SOD User Permission Report employee search form

Screenshot of employee search form

Under criteria, we want to check whether the employee has login access or not. So, we only want the login access, so you’ll click that. Click “Yes” and click “Set.”

Instructions for NetSuite SOD User Permission Report employee login access

Step 4 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – click login access and click set

The summary should be empty, so the resulting summary is empty.

NetSuite SOD User Permission Report empty summary form

Screenshot of empty summary form

For the results, we only need their name and email.

Instructions for NetSuite SOD User Permission Report name and email

Step 5 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – choose name and email only

You can choose any field you want from in here, but, in this case, the most relevant fields for us are the name and email. We’ll remove the other criteria or just ignore them.

 

How to Run User Roles Search

After the name and email fields, we want to add their role field. We just search for roles, then click add.

Instructions for NetSuite SOD User Permission Report add role

Step 6 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – click role and click add button

 

How to Run User Permissions Search

Next, we want to see the individual permissions within those roles.

Instructions for NetSuite SOD User Permission Report individual permission

Step 7 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – click role fields and permission

In the role field, we’re going to click down one more level and select permission.

Now, you can see that we’ve done role, we’ve selected role permission, and we’ll add the sub-field.

Instructions for NetSuite SOD User Permission Report add permission

Step 8 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – select role permission and click add button

 

How to Run User Permission Levels Search

Next, we want to see the level of permission the users have. We’re going to go back to where we see the role fields again and then check for the field called “level,” and we hit add.

Instructions for NetSuite SOD User Permission Report role level

Step 9 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – role field, choose level and click add

Our report will show the name of the employee, their email, their role, their role permission, and their role level.

Lastly, under criteria, we only want people, employees, or users, who have access to NetSuite. If they don’t have login access, we don’t want them in our search result. We can then click submit in order to get our report.

Instructions for NetSuite SOD User Permission Report submit to get the report

Step 10 – Instructions for NetSuite Segregation of Duties on how to run the User Permission Report – click submit

These are the step-by-step process to run or search for the user roles, permissions and permission levels that are needed for segregation of duties report.

To recap, we showed you how to:

We’ll talk to you in the next session when we go into more details.

 

watch video in youtube

 

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