Friday, October 5, 2018

Share Web Query to Multiple Users

Problem:  How to Share Web Query to Multiple Users?
 
Solution:
 
1.  Login as Administrator
2.  Go to Reports>Saved Reports>All Saved Reports
3.  View the custom report with allow web query = T
4.  Click on Customize button
5.  Go to More Options
6.  Under Audience tab
Select individual names or group names to give others access to your custom report. If you select both a role and a department, the user must be assigned the role and be a member of the selected department to access this report. If you select a group, employee and/or partner, the user must be a member of the group or be the employee selected or be the partner selected to access this report.

- Options available are providing access using the roles, departments, groups, employees, etc.

Once this has been setup, user will now be able to access web query under their role with the login email.

If login email is abc@def.com then when the user accessing the web query should also use abc@def.com.

 ** Note: It is important to remember that the email login in NetSuite should also be the email that will be used by the user when they access the web query report.

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