Analyzing the Organization’s Users and Roles
To really know how a business or any other group works, we have to understand who does the work, what they call each person’s role in the various teams, and how they work together. Implementing groups of people in NetSuite by function (accounting, warehouse, and so on) is a good start, but you must also understand how they interact and who’s in charge. Misunderstanding someone’s role in the business could lead to wasted efforts or data security issues, for instance.
In this chapter, we will cover the following topics:
- Understanding departments, teams, managers, and users
- Grouping people with roles in NetSuite
- Creating and managing employees
- Managing users with multiple roles
With this chapter, you’ll learn how to analyze the groups within your client’s company and apply them to roles for use in their NetSuite account.
A quick note here –...
