Self-assessment

Here are a few things related to roles and permissions for you to think about when you’re implementing a client:

1. If you’re working with a client who is very new and doesn’t have departments or groups yet but tells you that they want to start setting things up in NetSuite according to best practices, how can you guide them to the right solution, without creating too much extra hierarchy and so extra work for them now?
2. While implementing a client, John, a senior product engineer, tells you that he needs to have the Administrator role to be sure he can get his work done and adjust anything he doesn’t like about how NetSuite is set up. How should you respond, and who else from the client’s implementation team should be involved in deciding how best to help John work in NetSuite?
3. As you are helping a client import their Employee list for the first time, the client asks if they can attach a custom record to employees...