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Action Required: Review and submit pending reconciliation matches before the NetSuite upgrade to avoid rework. After 26.2, unsubmitted matches will be unmatched. For more details, see SuiteAnswers 1047397
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Based from this scenario: "A CRM admin (essentially having all access to CRM functions minus adding users and tweaking roles) wants to act as a Sales Rep without (a) asking for their credentials (b) dealing with their 2FA" You might want to add additional role to your employee without creating a new user: To assign one or…