Summary

In this chapter, we’ve covered how to go about beginning the conversation with a client about configuring roles in a NetSuite account, and some of the things that can be tricky when implementing them. Taking the time to find out about any groups of employees the client has at this stage (even if they won’t be NetSuite users) will prove valuable for you in the long run since they can still affect how you configure the account in terms of security, reporting, and more. You also learned how we create employee records for each user and how they should differentiate people by role, department, and so on.

Don’t forget what we said about handling users with multiple roles or those who need a new custom role to be created just for them. We usually start this process with each client early on in their implementation and then come back to it and tweak the plan as needed, right up until going live. Leading your client through this process gives them confidence...