Wednesday, July 3, 2019

Custom Role does not have option to update Contact Role on Customer Record ("Update Primary" button is missing under Relationships tab > Contacts sublist)

Steps to Reproduce:


A. Create a custom role.

1. Navigate to Setup > Users/Roles > Manage Roles > New.

2. Enter a Name for the role.

3. Set the Center Type.

4. In Permissions tab > Lists subtab, assign the following permissions with their corresponding Permission Level:

  • Customers = View
  • Contacts = Edit

5. Click Save.


B. Assign the role to user.

1. Setup > Users/Roles > Manage Users (or Lists > Employees > Employees).

2. Edit User/Employee record.

3. In Access tab > Roles subtab, add the role created in A.

4. Click Save.


C. Update Contact Role on Customer record.

1. Login to NetSuite using custom role assigned.

2. Navigate to Lists > Relationships > Customers.

3. View one customer record.

4. Navigate to Relationships tab > Contacts sublist.


Actual Results:


Update Primary button is not available. Thus, user is unable to change the Contact's role to any of the available Contact Roles (such as Alternate Contact, Primary Contact, etc.)

• When user edits the Contact record (click Edit link), a message prompts:



For security reasons, only an administrator is allowed to edit an administrator record.



To resolve this, user role has to have a minimum permission level of 'Edit' for Customers.


1. Login as Administrator.

2. Navigate to Setup > Users/Roles > Manage Roles.

3. Edit the role.

4. In Permissions tab > Lists subtab, set Customers permission level to Edit or Full.

5. Click Save.


Note:  The update of the contact role technically modifies the Customer record, thus, the role is required editing rights.


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