NetLease Suitelet Access
Overview
Suitelet access determines who can preform different actions in NetLease. To limit access to the actions in the system to specific users, follow the steps listed below.
Note, the role "Administrator" and "NetLease Administrator" should be selected for each action. If these are not selected, individuals who should have access may be limited in their use.
Step by Step Process
- Once the NetLease bundle is installed, navigate to NetLease setup page. NetLease > NetLease Setup > System Setup
- Select the System Features tab to view the Restrict Feature Permissions sub list
- Click the link to the script deployment for the desired feature permission. Deselect Roles (select all) and select the roles to have permission to perform activity. Select specific Departments, Subsidiaries, or Employees for further access or restrictions.
Restrict Feature Permissions
| Category | Description | Example |
| 840 to 842 Conversion | Select users that will have the ability to convert leases from 840 to 842 if applicable. | Lease Reviewer |
| AI Upload | Select users that will have the ability to upload lease agreements in PDF to extract keep details in order to create a new lease record. | Lease Preparer |
| Approve Lease Transactions | Select users that will have the ability to approve lease transactions. Note if auto approve has been selected, feature restriction will not apply. | Lease Reviewer |
| Bulk Permissions Uploader Tool | Select users that will have the ability to use the bulk permissions uploader tool located in the NetLease Setup | Lease Mgr/Sys Admin |
| Close Out Leases | Select users that will have the ability to update a "Pending Close Out" lease to "Complete". | Lease Preparer |
| Commence Leases | Select users with ability to switch lease status from pending to commence. Commenced leases are queued for journal entries. | Lease Preparer |
| Create Lease | Select users with ability to create leases. | Lease Preparer |
| Generate Schedule | Select users with the ability to generate schedules. | Lease Preparer |
| Import Accounts & Types | Select users with the ability to import accounts and lease types. | Lease Mgr/Sys Admin |
| Mass Modification | Select users with the ability to mass modify leases. | Lease Preparer |
| Modify Lease | Select users with the ability to modify lease terms. | Lease Preparer |
| NetLease Setup | Select users with the ability to update the NetLease global settings. | Lease Mgr/Sys Admin |
| Percentage Rent | Select users with the ability to process percentage rent. | Lease Preparer |
| Process Bills | Select users with the ability to process bills. | AP Clerk |
| Process Go-Live Journals | Select users with the ability to process go-live journal entries. | Lease Preparer |
| Process Monthly Amortization Journals | Select users with the ability to process monthly amortization journal entries. The following process applies for both new leases and establishing new balances as amortization on existing leases. | Lease Preparer |
| Process Reclass Journals | Select users with the ability to process reclass journal entries. Reclass the short-term portion of the lease liability from long-term to the defined short-term lease liability. | Lease Preparer |
| Renewal Option | Select users with the ability to process lease renewal contract provisions. | Lease Preparer |
| Stripe | Select users with the ability to purchase additional bands of leases using stripe for payment processing. | Lease Mgr/Sys Admin |
| Terminate Leases | Select users with the ability to early terminate a lease. | Lease Preparer |
| Time Machine | Select users with the ability to refresh current lease records. Function will cause all the journal entries to be deleted and will bring the lease back to the selected period. DELETION OF ENTRIES IS PERMANENT. | Lease Mgr/Sys Admin |
| Transfer | Select users with the ability to transfer leases. | Lease Preparer |