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Best Practices for Managing Roles and Permissions in NetSuite

edited Dec 22, 2025 3:01PM in NetSuite Videos 4 comments

Not every user needs access to every part of your NetSuite instance.

In this session, we will review best practices in determining the access and permissions levels to provide to the users in your organization. We'll cover tips on creating roles and managing who gets to see what, ensuring you can be certain your team has the access they need – without going overboard.

  • Set up roles, permissions, and subsidiary visibility to ensure users see only the data that’s relevant to them
  • Maximize value from built-in tools by using standard dashboards, recommendations, and analytics features without custom setup.
  • Improve user productivity by tailoring visibility and navigation to each team’s specific needs.

Regards,

@Robert Nedelkow-Oracle | NetSuite Support Community Administrator

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