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NetSuite ERP for Administrators

You're reading from   NetSuite ERP for Administrators Learn how to install, maintain, and secure a NetSuite implementation, using the best tools and techniques

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Product type Paperback
Published in Jun 2018
Publisher Packt
ISBN-13 9781788628877
Length 360 pages
Edition 1st Edition
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Author (1):
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Anthony Bickof Anthony Bickof
Author Profile Icon Anthony Bickof
Anthony Bickof
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Table of Contents (15) Chapters Close

Preface 1. The Value Proposition – Doing More with Less FREE CHAPTER 2. Exploring NetSuite Tools 3. OneWorld 4. Implementing 5. Security and Permissions 6. Customization 7. Imports 8. Analytics – Searches, Reports, and the Dashboard 9. Workflows 10. Integration 11. New Releases 12. Troubleshooting Tips 13. An Ongoing Maintenance Checklist 14. Other Books You May Enjoy

Roles and permissions

Whenever you give a person access to NetSuite, you need to select a role or a number of roles that can be used. This applies to employees as well as customers, vendors, and partners, who would be assigned to the customer center, vendor center, or partner center to access those portals.

The administrator can permit or restrict access to any screen in NetSuite, so there are many options to choose from. The good news is NetSuite provides standard templates, so we don't need to set these roles up from scratch. You'll find the role templates under Setup | User & Roles | Manage Roles. There are standard roles for most, if not all, users in the company, from an AP clerk to the controller to the warehouse manager to the CEO:

Roles

Best practice is to always set up your own copy of a template before assigning it to users. This applies even if you want...

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