Configuring email preferences for specific roles in NetSuite is essential for ensuring that employees receive the necessary notifications and updates. Follow these steps to enable email preferences for a role in NetSuite:
Step 1: Access the Employee’s Role
- Log in to NetSuite using the Administrator role.
- Navigate to the Employee record whose role you want to modify.
- Open the Role tab associated with the employee.
Step 2: Configure Role Settings
- Click on the Access tab within the employee’s role.
- Select the Set Up option to proceed with configuration.
- From the available options, choose Set Up Company. This setting is crucial for enabling specific email preferences tied to the role.
Step 3: Save Changes
- After selecting the appropriate setup options, click Save to apply the changes.
Step 4: Verify the Configuration
- Go back to the role and check if the email preference feature has been successfully enabled. Ensure that the settings align with the company’s requirements and the role’s responsibilities.
By following these steps, you can efficiently manage and configure email preferences for different roles in NetSuite, ensuring that employees stay informed and connected within the system.