Reference: Available Permissions

Editable Sheet Access

When you add dimensions to a sheet in the Model, click Edit dimension on sheet. 

Open Reports from the Navigation bar.

Create reports for personal use and store in personal folders. 

View, download, and create snapshots of reports that others have shared with them.

Save a report to Shared Folders so that others can view it and edit it.

Make changes to any shared reports that they originally created.

Access Reports

Make changes to shared reports created by other users. 

Save changes to shared reports so other users automatically see the changes. 

A user with this permission can delete a report authored by another user. 

Access Reports

Send notifications to other users for shared reports of any type.

Create personal email groups in My Profile.

Access Reports

Open Dashboards from the Navigation menu.

For both Dashboards and Discovery Classic:

• View charts and analyze chart data.
• Download charts as an image to personal machine.

For Dashboards only:

• Create perspectives and charts and share with others.
• View and duplicate others' shared dashboards.

Request Dashboards

Create and edit charts on the company dashboard, where all charts are visible to all users of Discovery Classic.

Create their own charts on their personal dashboards in Discovery Classic

Open Integration from the Navigation menu.

Execute saved Integration tasks.

See the Execution History.

Data Designer

Set up data sources, loaders, tasks and user permissions for Integration.

Run APIs that load data to all levels, accounts, and dimensions. 

Integration Developer

Use JavaScript to define the behavior for each of the standard data source actions (test connection, import structure, import data, and preview data).

View all accounts, levels, and dimensions in the staging tables. 

Model Management Access

You must select additional Model Access permissions to give the user access to Modeling. 

Model includes: sheets, accounts, dimensions, and formulas

Open Modeling from the Navigation bar. 

Create, edit, and delete dimensions, dimension values and dimension attributes.

Create, edit, and delete GL, metric, and custom accounts, and account attributes.

Create, edit, delete, and assign level-assigned sheets and user assigned sheets.

Open Formulas from the navigation bar. 

Write shared formulas of your model.

View all dimensions and accounts.

Create dashboard metrics.

Model Management Access

(Optional) Integration Operator > Data Designer to view all  parts of the model in Integration in the data designer

Organization Structure 

Open the Levels menu in Modeling.

Create, edit, and delete levels.

Assign level owners.

• All Levels: Not restricted by owned levels.
• Owned Levels Only: Restricted by the levels they own. 

Model Management Access

Version

Open the Versions menu in Modeling.

Create, edit, delete, and hide versions.

Model Management Access

Time

Open the Time menu in Modeling.

Create locales, add and edit labels and extend the defined calendar for an instance.

Import new calendars to replace existing calendars.

Clear standard data in the model.

Transactions

Open Transactions from the Others menu in Modeling. 

Define the columns and fields of transactions. 

Model Management Access

Announcements

Open Announcements Pages from the Others menu in Modeling.

Create, edit, delete and share announcements with other users. 

Model Management Access

Access Reports 

Assumptions 

Open Assumptions from the Accounts menu in Modeling. 

Create, edit, and delete assumption accounts.

Structure Import

Import level, account, attributes, and dimension structures from Modeling menus. 

Model Management Access

Model includes: sheets, accounts, dimensions, and formulas

Allocation Rules

Open Allocations Rules from the Rules menu in Modeling.

Create, edit, and delete Allocation Rules.

Open Currencies  from the Others menu in Modeling.

Create, edit, and delete currencies to be used in the model.

Create, edit and delete exchange rate types for the currencies.

Enter rates in the exchange rate sheets. 

Model Management Access

Consolidation

Administer Consolidation.

Open Elimination Rules from  the Rules menu in Modeling. 

Create, edit, and delete elimination rules. 

Open Consolidation Percentages from the Others menu in Modeling. 

Admin Access

Open Administration from the Navigation bar.

Create, edit, and delete users and their profiles.

Update user passwords and IDs.

Assign owned levels to users (conditional).

Assign roles to users (conditional).

Create access rules.

Admin Access

(Optional) Model Management Access > Organization Structure to assign levels to users

(Optional) Admin Access > Roles to assign roles to users

Open Administration from the Navigation bar.

Create and delete roles.

Change permissions of roles.

Assign roles to and remove roles from users (conditional).

Admin Access

(Optional) Admin Access > Users to assign roles to users.

Open Administration from the Navigation bar.

Create, edit, and delete user groups.

Add and remove users from groups.

Open the System menu in Administration. 

Update General Setup of the instance. 

Enable or disable features in the instance.

Update the visual preferences, such as the company logo.

Enable or disable the use of avatars in user profiles. 

Open Processes from the Navigation bar.

View processes and the pending and completed tasks assigned to others and assigned to self.

Mark their own tasks complete or incomplete. 

Mark anyone's tasks complete:

• Mark group tasks (Any or All) as Complete even if user is not an assignee on the task and doesn't see it in the process guide.
• Mark a completed group task as Incomplete and reopen to Any or All option.

Create, edit, and assign tasks within a process to anyone. 

Access Consolidation

Open Consolidation  from the Navigation menu.

Create and submit journal entries for owned levels.

View intercompany elimination rules.

View all accounts at owned levels.

Access Salary Detail

See salary data (in sheets, reports, and accounts) that are otherwise hidden.

Open and enter data in modeled sheets with the salary detail setting.

See and edit the values on splits of GL and custom accounts with the salary detail settings.

Edit salary detail settings for modeled sheets.

(Optional) To see sheets, the user also needs Sheet Access.

(Optional) To see reports, the user also needs Report Access. 

(Optional) To edit salary detail settings, the user also needs Model Management Access > Model includes: sheets, accounts, dimensions, and formulas

Privileged Actuals Access

Select any actuals versions from the version selector in Sheets.

Edit data in actuals version sheets.

To see sheets, the user also needs Sheet Access.

To see reports, the user also needs Report Access. 

System Audit Access

Build pattern and transaction reports (conditional). 

Build and run audit trail reports (conditional). 

Search cell notes (conditional).

Access Reports to build pattern and transaction reports.

Access Sheets to run audit trail reports and search cell notes.

See how many users are currently logged in to the instance and who they are.  

NetSuite Setup

Drill Into NetSuite Imported Numbers

Sheet Access

Approve Levels

Open Workflow from the navigation bar.

Approve or reject levels and sheets in Workflow.