Version: eXtendFiles 1.6.19 and above
Audience: Administrator

Overview

To ensure that users in customer, vendor, or partner center roles can access eXtendFiles records, specific permissions need to be configured due to recent updates in NetSuite's custom records permission settings.

Required Permission

  • External Roles Access: This permission must be set to "View" or higher on the following custom records to allow users with customer, vendor, or partner center roles to use eXtendFiles when using the new "No Permission Required for Internal Roles" Access Type.
    • eXtendFiles
      • To view eXtendFiles records: External Roles Access: View
      • To create or edit eXtendFiles records: External Roles Access: Create or Edit
    • eXtendTech Cache Store
      • To create or edit eXtendFiles records: External Roles Access: View

Important Note on Bundle Updates

Each time there is an eXtendFiles bundle update, the "External Roles Access" permission will be reset to "None" by default for security purposes. It is crucial to reconfigure this permission to "View" or higher after every bundle update to maintain access.

Instructions to Modify Access Type Permissions

To modify the Access Type permissions for eXtendFiles records, follow these steps:

  1. Go to Customization → Lists, Records, & Fields → Record Types.
  2. Find the eXtendFiles or eXtendTech Cache Store custom record from the list.
  3. Set the Access Type to your desired permission level.
  4. Optionally, if using the "No Permission Required for Internal Roles" Access Type, set the "External Roles Access" to "View" or higher to allow center role access to eXtendFiles.
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Impact of NetSuite's Permission Changes

NetSuite has updated the permission settings for custom records, affecting how access is granted:

  • The access type option "No Permission Required" has been modified to "No Permission Required for Internal Roles".
  • When this option is chosen, two additional dropdown fields become available for more granular permission settings:
    • External Roles Access: Determines the access level for external roles without requiring specific permission.
    • Unauthenticated Users Access: Allows configuration of access levels for unauthenticated users.

Ensure that the correct permission settings are applied to prevent access issues with eXtendFiles records. Regularly review and adjust permissions following each bundle update to ensure the expected levels of access for your employees and center users.