What is a recommended practice for creating restrictions on saved searches?

Choosing roles instead of individual users is a recommended practice for creating restrictions on saved searches in NetSuite because it allows you to manage access in a more scalable and efficient manner. When you assign permissions based on roles, you ensure that all users assigned to that role will have the same level of access to the saved search results. This approach simplifies the security management process, as changes can be made at the role level without needing to adjust individual user settings each time a new user is added or if existing user access needs to be modified.

Roles are designed to group together users who share similar responsibilities or functions within the organization, which means that using roles will typically align better with organizational workflow and reduce the administrative overhead of maintaining access for individual users. Additionally, it provides a clear structure for data access, making it easier to audit and manage who can view what information.

In contrast, selecting specific employees would require constant updates whenever there are user changes, and checking the public access box would unnecessarily expose data to anyone with access to the system, compromising data security. Setting a time limit for access could be beneficial in some contexts but adds complexity and may not always be practical for ongoing access needs.