Creating Custom Centers
Chapter 5 Custom Centers
You can create custom centers that you apply to custom roles. To use the Custom Centers
feature, you must enable the Custom Records feature, at Setup > Company > Setup Tasks >
Enable Features > SuiteCloud.
NetSuite Centers determine which tabs and links are available for groups of similar user
roles. For example, the Sales Center is shared by the Sales Rep, Sales Manager, and Sales
Administrator roles and includes tabs such as Leads, Opportunities and Forecast. (For a visual
representation of a center, see Custom Centers in the SuiteBuilder Overview section.)
Each tab contains links to transactions, lists and setup pages. The links that appear are based on
the user's role and the permissions the role is granted. For example, users assigned to the Sales
Rep role would see different links on the Forecast tab than users with the Sales Administrator
role because of permissions granted to each role. However, both roles share the Sales Center.
Creating a custom center requires you to create a center record and then to create its custom
tabs. When you create custom tabs, you choose the center you want the tab to appear in. This
can be either an existing or custom center. You also choose the links and portlets that will
appear in the center.
Users can only use links and information that their roles have access to. To
customize roles, go to Setup > Users/Roles > Manage Roles. You must create a new
role to apply a custom center to it. To do this, click New on the Manage Roles page,
select your custom center in the Center Type field and customize your new role.
Creating Custom Centers
To create a custom center, go to Setup > Customization > Centers > New. Enter a name for your
center and click Save.
Next, you create the tabs and links you want to appear in your center. To do this, go to Setup >
Customization > Center Tabs > New.
If the Multi-Languages feature is enabled in your account, you can define translated
center names to be used for different language settings. See Translating Custom
Centers, Tabs, Categories, and Links.
Creating Center Tabs
Creating center tabs enables you to add custom tabs to roles. Center tabs can include categories
of links to NetSuite pages, custom records, Suitelets, or external web pages. You can also
designate which portlets you want to appear on the dashboard when users click the tab.