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NetSuite Admin Tip | Best practice to inactivate a resigned employee

edited Oct 26, 2023 5:18PM in NetSuite Admin Corner 3 comments

If the employee is no longer connected to your company, it is best practice to make the employee record inactive and remove the assigned roles from the user.


Step I: Inactivate the Employee Record

1. Login to your Administrator role

2. Navigate to Lists > Relationships > Employees

3. Click Edit on the Employee Record

4. System Information subtab > Tick the Inactive box

5. Click Save


Step II: Remove Access provisioned to the employee

1. Login to your Administrator role

2. Navigate to Lists > Relationships > Employees

3. Click Edit on the Employee Record

4. In the Access subtab > Uncheck the Give Access box

5. Highlight the assigned roles and select Remove

6. Repeat until all the assigned roles are removed

Michelle Jabanes | NetSuite Support Community Administrator

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