Grouping people with roles in NetSuite
Our goal in understanding a client’s people and organization is to allow us to divide them up into roles in their NetSuite account, and then assign permissions and other settings to those roles. Since security is a critical element of running your business in a cloud application, we want to make sure that each user with a login to any NetSuite interface has only the permissions they need.
We can model pretty much any business structure we need in NetSuite, via the feature known as roles. Roles in the application have permissions and also establish a set of preferences and default views, and we use them to avoid configuring the account specifically for any individual. In other words, even if you know there is just one person who will have a set of permissions and preferences, it’s best to set up a role for them.
The groups shown in the previous section are typical, but again, we’re not forced to use them in NetSuite...
