Role Preferences

Configuring default settings for roles.

---

Learning Objectives

After this module, you will be able to:

• Configure role-level default settings
• Understand Center types and their purpose
• Set regional and format preferences
• Manage user override capabilities

---

Role Preference Types

PREFERENCE CATEGORIES
===============================================================================

┌─────────────────────────────────────────────────────────────────────────────┐
│                         ROLE PREFERENCES                                    │
├─────────────────────────────────────────────────────────────────────────────┤
│                                                                             │
│  DISPLAY PREFERENCES          FUNCTIONAL PREFERENCES    DEFAULTS            │
│  ├── Date format              ├── Default subsidiary    ├── Dashboard       │
│  ├── Time format              ├── Default location      ├── Landing page    │
│  ├── Number format            ├── Default department    ├── Form prefs      │
│  ├── Time zone                ├── Default class         └── Search prefs    │
│  └── Language                 └── Default warehouse                         │
│                                                                             │
└─────────────────────────────────────────────────────────────────────────────┘

---

Configuring Preferences

Navigation

Setup > Users/Roles > Manage Roles > [Role] > Preferences subtab

Common Preference Settings

Preference	Options	Purpose
Center Type	Sales, Accounting, etc.	UI theme and navigation
Default Subsidiary	[Subsidiary list]	Pre-selected on new records
Default Location	[Location list]	Pre-fills for transactions
Published Dashboard	[Dashboard list]	Home page appearance
Date Format	MM/DD/YYYY, DD/MM/YYYY	Display preference
Time Zone	[Time zone list]	Timestamp display
Language	[Language list]	UI language

---

Center Types

Available Centers

Center	Best For	UI Emphasis
Classic	General users	Traditional NetSuite
Sales Center	Sales roles	Customers, orders, pipeline
Marketing Center	Marketing team	Campaigns, leads
Support Center	Service roles	Cases, knowledge base
Accounting Center	Finance team	Transactions, reports
Purchasing Center	Procurement	POs, vendors
Warehouse Center	Operations	Fulfillment, inventory

Center Selection Impact

CENTER TYPE EFFECTS
===============================================================================

Sales Center:
├── Home page: Sales-focused dashboard
├── Navigation: Customers, Orders prominent
├── Shortcuts: Quote, Sales Order, Invoice
└── Reports: Sales-focused menu

Accounting Center:
├── Home page: Financial dashboard
├── Navigation: Transactions, Reports prominent
├── Shortcuts: Journal, Bill, Payment
└── Reports: Financial menu emphasized

---

Transaction Defaults

Setting Default Values

TRANSACTION DEFAULTS
===============================================================================

Role: Sales Rep - East Region

Defaults Configured:
├── Default Subsidiary: ABC United States
├── Default Location: East Region
├── Default Department: Sales
└── Default Class: [None]

Result:
├── New sales orders pre-fill East Region
├── User doesn't need to select each time
├── Reduces data entry errors
└── Ensures proper classification

Default Hierarchy

Priority	Source	Overrides
1 (Highest)	User manual selection	Everything
2	Record-level default	Role default
3	Role preference	System default
4 (Lowest)	System default	Nothing

---

Regional Settings

Format Preferences

Setting	Options	Example
Date	MM/DD/YYYY, DD/MM/YYYY, YYYY-MM-DD	03/15/2024
Time	12-hour, 24-hour	2:30 PM / 14:30
Number	1,234.56 vs 1.234,56	Regional format
Currency Symbol	$, €, £, etc.	Based on currency

Time Zone Settings

TIME ZONE CONFIGURATION
===============================================================================

Setting: Role-level time zone

Effect:
├── All timestamps shown in this zone
├── Scheduled scripts honor zone
├── Reports reflect zone
└── User sees consistent time

Example:
├── Role: West Coast Sales
├── Time Zone: America/Los_Angeles (PST)
└── All dates/times shown in Pacific time

---

User Override

What Users Can Override

USER PERSONALIZATION
===============================================================================

Navigation: Home > Set Preferences

Users CAN override (if allowed):
├── Date/time format
├── Number format
├── Dashboard portlet arrangement
├── Some display preferences
└── Personal shortcuts

Users CANNOT override:
├── Permissions
├── Restrictions
├── Assigned forms
├── Core role settings
└── Security policies

Controlling Personalization

Setting	Location	Effect
Allow Set Preferences	Role > Permissions	User can access prefs
Lock Dashboard	Dashboard settings	Fixed dashboard layout
Restrict Form Changes	Form settings	Cannot modify forms

---

Best Practices

Practice	Benefit
Set appropriate defaults	Reduce data entry errors
Match Center to function	Intuitive navigation
Consistent time zones	Clear for distributed teams
Limit overrides	Maintain standards

---

Key Takeaways

1. Preferences streamline work by setting appropriate defaults
2. Center type affects navigation - match to job function
3. Defaults reduce errors - pre-fill common values
4. Users can personalize some settings if allowed
5. Regional settings ensure proper formatting

---

Related Topics

• Roles Overview - Role basics
• Custom Dashboards - Dashboard assignment
• Forms & Dashboards - Form assignment