Overview

eXtendMobile provides administrators with control over user access through role-based function permissions. This enables you to selectively assign specific functions to designated roles, ensuring that users only interact with the parts of the application relevant to their responsibilities.

In organizations with multiple teams or departments using eXtendMobile, not every user needs access to all available functions. Granting unrestricted access can lead to confusion, cluttered interfaces, and potential data integrity risks. Role-based permissions solve this by allowing a targeted and streamlined user experience.

Prerequisites

eXtendMobile Admin access is required to configure role-based permissions in eXtendMobile.

Roles in eXtendMobile

eXtendMobile supports two primary types of roles:

eXtendMobile Admin — users with this role can create, edit, and delete functions within the system.
Non‑admin roles — these roles can only execute assigned functions and do not have administrative privileges to manage functions.

Key Benefits

Access Control: Define which roles can access specific functions. Restrict access to sensitive functions to authorized users only.
Improved Usability: Users see only the functions they need.
Scalable Administration: Easily manage access as teams grow or roles change without modifying your function structure.

How Role-Based Function Access Works

When configuring a function, administrators can assign it to specific roles. Only users with those roles will see and be able to execute the function, keeping interfaces relevant to their responsibilities.

The system supports these function types:

Create NetSuite Records
View NetSuite Records
Update NetSuite Records
Transform NetSuite Records
List View functions (including summarized views, offline caching, filtering, and row highlighting)

Each function contains an Applied Roles field where you can choose the specific roles to which you wish to grant access for that function.

Working with Folders

For details about folder assignment, refer to Configuring Folders in eXtendMobile.

Important: Assigning a folder to a role doesn't automatically grant access to all functions within that folder. You must individually assign roles to each function to ensure appropriate access.

Frequently Asked Questions (FAQs)

Q: Can a function be assigned to multiple roles?
A: Yes, you can assign a function to as many roles as needed to ensure proper access.

Q: What happens if no roles are assigned to a function?
A: If no roles are assigned, only administrators will be able to access the function.

Knowledge Base