Changing Enabled Features & Record Permissions
To modify enabled features and related Zone Employee Portal record permissions, rerun the Zone Employee Portal Setup wizard:
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Log into NetSuite as an Administrator.
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Navigate to Setup > Custom > Zone Employee Portal Setup.
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Run the wizard, making any necessary changes.
Integration Details
If Zone Employee Portal is already set up, you cannot update integration details (e.g., API keys or tokens) via the Setup wizard.
To modify Integration Details, refer to Integration Troubleshooting.
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Editing Record Permissions Directly
When you run the Setup wizard, it updates permissions based on selected features. However, in some cases, permissions need manual updates.
⚠️ Warning
Editing Zone Employee Portal Record Permission records incorrectly may break your integration and result in additional support costs. Proceed only if you know what you're doing.
How to Manually Edit Record Permissions:
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Log into NetSuite as an Administrator.
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Go to Customization > Scripting > Script Deployments.
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Apply filters:
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Type: User Event
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Record Type: Zone Employee Portal Configuration
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Click Edit on Zone Employee Portal Prevent Editing (User Event).
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Uncheck the Deployed checkbox.
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Save the script deployment.
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Locate the relevant Zone Employee Portal Record Permission and make changes.
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Return to Zone Employee Portal Prevent Editing (User Event) and redeploy the script.
Risk of Changes Being Reverted
If you manually edit a Zone Employee Portal Record Permission, those changes may be lost when the Setup wizard is re-run.
Setting Up a General Custom Field
To add a NetSuite custom field (or a standard field not included in Employee Portal) to a record (e.g., Time):
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Find the Portal Record Permission for the relevant record (e.g., "Time").
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Click Edit.
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Use ADD FIELD TO DEFINITION to select the custom field.
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The FIELD DEFINITION will auto-populate with JSON data.
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(Optional) Add a label property:
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If the field type is Select, MultiSelect or Sub_Record, define the relation (e.g., related record type). Examples: "customrecord_hr_employee_skill", "my_custom_field", ... for custom records or "employee", "customer", ... for standard record.
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Save the Portal Record Permission.
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Contact Employee Portal Support, providing:
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The custom field definition.
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Whether existing records need to be refreshed in Employee Portal.
- The Support Team will validate the custom field definition and import it to your Employee Portal account
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Setting Up Custom Segments
To expose a Custom Segment as a field on a transaction record (e.g., Time):
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Create a new Zone Employee Portal Record Permission for the Custom Segment.
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Example: If the Custom Segment ID is
customrecord_cseg_my_custom_one, the record should reflect this.
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Add a custom field to the relevant Zone Employee Portal Record Permission (e.g., for the Time record).
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Depending on when the Custom Segment was created, its IDs may differ.
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Manually edit the Fields Definition to insert an
altName. For example:
{
"program": {
"name": "line.cseg_my_custom_one",
"altName": "cseg_my_custom_one",
"type": "select",
"relation": "customrecord_cseg_my_custom_one"
}
}