NetLease Suitelet Access

Overview

Suitelet access determines who can perform different actions in NetLease. To limit access to the actions in the system to specific users, follow the steps listed below. 


Prerequisites

  • Access to NetLease > NetLease Setup > System Setup.

  • Users must be assigned a role with permission to use import tools or update system features.

Step-by-Step Process

  1. Navigate to the Suitelet Updater Tool
    There are two paths to access the tool:

    • Go to NetLease> NetLease Setup > System Setup, then select Import Tools > Bulk Suitelet Access Import Tool.

    • Alternatively, within the System Setup page, select the -Update All Suitelets- link under system features tab.

  2. Select Roles for Update
    Once on the tool page, a permissions interface will appear.

    • Highlight all the roles that need updated Suitelet access.

    • Use Select All Roles or Uncheck All Roles for bulk role selection.

  3. Select Suitelets for Access

    • Check the specific Suitelets you wish to assign to the selected roles using the checkboxes.

    • Use Mark All or Unmark All to quickly modify selections.

  4. Apply Updates

    • Click Update Deployments to process the changes.

    • The system will begin processing and display a success banner upon completion, indicating the number of Suitelets updated.

  5. Use Permission Templates (Optional)

    • Select a predefined Permission Template to auto-fill permission checkboxes based on common configurations.

    • This helps avoid manual selection or using the bulk mark/unmark options.

Limitations/Things to Be Aware Of

  • Changes made are applied immediately upon clicking Update Deployments.

  • If a role or Suitelet is misconfigured, you will need to re-access the tool to correct assignments.

  • Templates are helpful but should be reviewed before applying to ensure they meet specific organizational requirements.

Restrict Feature Permissions

CategoryDescriptionExample
840 to 842 ConversionSelect users that will have the ability to convert leases from 840 to 842 if applicable.

Lease Reviewer
AI UploadSelect 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 TransactionsSelect 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 ToolSelect users that will have the ability to use the bulk permissions uploader tool located in the NetLease SetupLease Mgr/Sys Admin
Close Out LeasesSelect users that will have the ability to update a "Pending Close Out" lease to "Complete".

Lease Preparer
Commence LeasesSelect users with ability to switch lease status from pending to commence. Commenced leases are queued for journal entries.

Lease Preparer
Create LeaseSelect users with ability to create leases.

Lease Preparer
Generate ScheduleSelect users with the ability to generate schedules.

Lease Preparer
Import Accounts & Types ToolSelect users with the ability to import accounts and lease types.

Lease Mgr/Sys Admin
Mass ModificationSelect users with the ability to mass modify leases.

Lease Preparer
Modify LeaseSelect users with the ability to modify lease terms.

Lease Preparer
NetLease SetupSelect users with the ability to update the NetLease global settings.

Lease Mgr/Sys Admin
Percentage RentSelect users with the ability to process percentage rent.

Lease Preparer
Process BillsSelect users with the ability to process bills.

AP Clerk
Process Go-Live JournalsSelect users with the ability to process go-live journal entries.

Lease Preparer
Process Monthly Amortization JournalsSelect 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 JournalsSelect 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 OptionSelect users with the ability to process lease renewal contract provisions.

Lease Preparer
Single Lease RewindSelect users with the ability to refresh a single lease to a specific period using the "Rewind" quick access button on the lease record. This refresh will delete all applicable journal entries.
Lease Mgr/Sys Admin
Suitelet PermissionsSelect users with the ability to use the Suitelet Permissions Tool to quickly update this listing of NetLease specific Suitelets.
Lease Mgr/Sys Admin
Terminate LeasesSelect users with the ability to early terminate a lease.

Lease Preparer
Time MachineSelect 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
TransferSelect users with the ability to transfer leases.Lease Preparer



Was this article helpful?