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NetSuite Admin Tip: Matching Access to User Role

edited Jun 21, 2024 5:05PM in NetSuite Admin Corner

Challenge: Users come to you regularly requesting access to key records and pages they need for their daily or one-off activities. Yet planning out access to records, pages and tasks that much to a user's role and responsibilities can be a daunting effort, especially in a large organization.

Tip: First, it is always best to start with a copy of the standard roles built into NetSuite with predefined permissions and then customize them. The standard roles are designed based on NetSuite's experience with organizations and the roles in various industries. Starting with the standard set up ensures you are granting users with the permissions they need based from leading practices.

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Michelle Jabanes | NetSuite Support Community Administrator

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