Permissions reference
How Timeline grants access to its functionality, and how to give your users the right level of access on each role.
The model
FullClarity does not expect customers to assign the bundled FC Timeline Admin role to their users. Instead, Timeline permissions are granted into the customer's existing roles — Project Manager, Scheduler, Site Supervisor, whatever your users already use — so they can work with Gantt schedules, resource assignments, and task completions as part of their normal day-to-day NetSuite role, without role-switching.
A dedicated Suitelet (the allocator) handles the underlying NetSuite plumbing. You pick a role and click Grant; the Suitelet adds Timeline's custom-record permissions to the role in one operation.
How to grant access — the allocator
The allocator gives a role Full access to all Timeline custom records. This is the recommended path for any role that needs to view or edit Gantt data.
- Navigate to FullClarity → Timeline → Assign Permissions.
- Select the role you want to grant access to in the Selected Role dropdown. Only roles flagged iscustom appear in the list — the bundled FC Timeline Admin role is deliberately excluded because it's pre-configured and doesn't need to be regranted.
- Click Grant. The Suitelet adds the Timeline permissions to the role and records the grant in the FC Timeline Information record.
To revoke a role's access, repeat steps 1–2 and click Revoke. The Suitelet removes every Timeline custom record line from the role's permissions, cleanly and symmetrically.
What the allocator grants
The Suitelet grants Full access to all Timeline custom records — Gantt records, tasks, dependencies, assignments, resources, crews, calendars, holidays, working days, and configuration. The full list is enforced from the SuiteApp's source and is updated whenever Timeline ships new records.
The allocator does not add native NetSuite transaction, list, or setup permissions to the role. Timeline operates on its own custom records and doesn't depend on writes to invoices, bills, customers, vendors, or jobs the way Project Financials does — so the broader permission package isn't needed.
If your users need access to standard NetSuite records (Customer, Job, Employee, etc.) for their day-to-day work, those permissions need to be on their role already, or added separately. Timeline doesn't require them and won't add them.
Timeline is granted separately from other SuiteApps
A role granted access to Project Financials, Retainage, File Storage, or Certified Documents does not automatically receive Timeline permissions. If a user needs Timeline in addition to another SuiteApp — for example, a Project Manager who manages both budgets in PF and schedules in Timeline — you'll need to grant Timeline access through this allocator and the other SuiteApp's allocator independently.
Manual permission configuration
In most cases the allocator is sufficient. If a role needs narrower than Full access to Timeline custom records (for example, View only for a stakeholder who reviews schedules but doesn't edit them), configure those permissions manually on the role after the allocator has run. NetSuite's standard custom-record permissions apply: None / View / Create / Edit / Full.
Manual changes are not upgrade-safe
When Timeline is upgraded with new custom records, manually-configured roles will not automatically receive permissions on the new records. Re-running the allocator on the role re-applies the current full set; manual narrowing must be re-done each time.