Role Permissions and Approval Controls

Abstract

Administrators managing vendor bill approvals in NetSuite must configure role-based permissions to ensure that only authorized users can take specific actions in the approval process. By setting up the Permissions tab in Approval Workflow Automation (AWA), you define which employee roles can cancel approvals, submit transactions for approval, or view and complete the approval comment dialog. These configurations help reinforce internal controls, streamline approval chains, and tailor workflows based on organizational needs.

This article explains configuring the Permissions tab within the AWA Approval Record Type Settings.

Configuring Role-Based Permissions for Approval Workflow Automation

When AWA is enabled in NetSuite, the Permissions tab lets administrators define which roles can cancel approvals, submit records, or see the comment dialog. These options are enabled by default but can be customized to fit internal policies. For instance, you might allow only supervisors to cancel approvals.

Follow the steps below to configure role-based permissions in AWA:

1. To open the permission configuration, locate and select the Permissions tab within the AWA Approval Record Type Settings page:

   

2. Next, use the ALLOW CANCEL APPROVAL dropdown to decide if users with this role can cancel an approval using the Cancel Approval button. This option is enabled by default:

   

3. Use the ALLOW SUBMIT FOR APPROVAL dropdown to control whether users can submit records for approval. This setting determines if employees can access the Submit for Approval button. It is enabled by default:

   

4. To control whether users see a comments prompt when approving a record, use the SHOW APPROVAL COMMENTS DIALOG dropdown. This setting determines if a dialog box appears when approving through the NetSuite UI. This option is also enabled by default:

   

This concludes the process of configuring role-based permissions for Approval Workflow Automation.