NetClose - Manage NetClose Access
Overview
NetClose access is managed across three distinct areas:
- Navigation Visibility – Determines which users see the NetClose tab in the navigation bar.
- Page Access – Controls which users can access NetClose pages.
- Functional Permissions – Specifies which users can perform actions within NetClose.
Each of these components is configured separately. Details for each are outlined below.
Prerequisites
The NetClose SuiteApp must be installed in the NetSuite instance.
NetClose Tab Visibility
By default, the NetClose tab is visible to roles assigned to the Accounting Center, Classic Center, and NetClose Administrator Center. The NetClose Administrator Center is a custom center created by the SuiteApp and is assigned exclusively to the NetClose Administrator role. For additional information on Centers and Custom Centers, refer to this NetSuite Help article.
To modify which roles can see the NetClose tab:
- Navigate to Customization > Centers and Tabs > Center Tabs.
- Locate the three NetClose center tabs.
- Select Edit—do not change the associated center, as the upgrade script relies on the existing center/tab mapping. Altering the center will result in errors.
- Use the Content subtab to control tab visibility by center/role combination.
- Use the Audience subtab to define role access (the default is "Select All").
To provide access to roles in centers other than the three listed above, create a new custom center tab for those centers by replicating the configuration of the existing NetClose tabs.
Note: While roles assigned to these centers will see the NetClose tab in the navigation bar, access to specific pages and subtabs is governed by role and employee record settings.
NetClose Page Access
Visibility of the NetClose tab does not guarantee access to NetClose pages. Users without the required employee-level permissions will encounter an error when attempting to access these pages:
To manually grant or remove access—or to update permissions in bulk using a CSV upload—refer to the Add NetClose Users article.
To review the number of users with access to NetClose, navigate to NetClose > Setup > System Setup and select the License/Usage tab.
NetClose Action Performance
Visibility of the NetClose tab and assignment of employee-level access are baseline requirements for accessing the NetClose application. However, additional role-based permissions must be configured to enable functionality within the system.
Permissions determine which actions and data are accessible to each role, providing granular control over segregation of duties. These settings should be used to grant or restrict access according to organizational requirements.
For configuration instructions, refer to the Roles & Permissions Setup article.