How do you restrict access to a specific form in NetSuite?

To restrict access to a specific form in NetSuite, managing roles from the users/roles section and using the "preferred" and "restricted" settings is the most appropriate method. By assigning roles to users and specifying which forms are preferred or restricted for those roles, administrators can effectively control access.

When a form is marked as "preferred," it becomes accessible for users assigned that role, ensuring they can view and use it when interacting with the associated record. On the other hand, marking a form as "restricted" prevents users with that role from accessing it altogether, making it an essential tool for data security and management within the organization.

While updating preferences in the set-up menu and changing form settings directly in the record type might assist in customizing layouts or setting defaults, they do not provide the level of control needed for restricting access based on user roles. Similarly, using the system permissions feature offers broader permissions management but does not specifically address restrictions at the form level. Therefore, the method of managing roles with the designated access settings offers the precise control needed in this scenario.