Many NetSuite users often need to access multiple accounts simultaneously, such as a production account and a sandbox account. This allows users to perform tasks in different environments without the need to log in and out repeatedly.
To access multiple NetSuite accounts simultaneously:
- Open your web browser and log in to your NetSuite production account.
- From the ‘Change Roles’ list, select the sandbox account you want to access.
- Right-click on the sandbox account and choose “Open in a New Tab.” (The wording may vary depending on your browser.)
- The selected sandbox account will open in a new tab.
- If you don’t have a default role set in the sandbox account, your browser history will automatically log you in to your last used role.
- Click on the first tab, which contains your production account role.
- Click on the “Login” button and log in to your NetSuite production account again.
- Now, both accounts have active sessions: one tab with your production account role, and one tab with your sandbox role.
By following these steps, NetSuite users can seamlessly access multiple accounts simultaneously, enabling them to work in different environments without the hassle of logging in and out repeatedly. This flexibility is particularly beneficial for users who need to perform tasks across different account types, such as production, sandbox, or release preview accounts. With this guide, users can efficiently manage their NetSuite workflows across various environments.