Challenge
Users come to you regularly requesting access to key records and pages they need for their daily or oneoff activities. Yet planning out access to records, pages and tasks that match to a user’s role and responsibilities can be a daunting effort, especially in a large organization.
TIP
First, it is always best to start with a copy of the standard roles built into NetSuite with predefined permissions and then customize them. The standard roles are designed based on NetSuite’s experience with organizations and the roles in various industries. Starting with the standard set up ensures you are granting users with the permissions they need based from leading practices. From there, add or remove permissions to the roles as needed. Refer to SuiteAnswers ID 9911 for an updated list of permissions and corresponding usage.
Granting users just the right amount of access can avoid returning restricted pages, records and data. This makes for an easier and smoother user experience and eliminates time spent troubleshooting user and role permission challenges.