NetSuite Roles and Permissions

Crash Course: NetSuite Roles and Permissions

Apr 6, 2021 9:50:27 PM / by Nicole Dawes

Stay secure and productive by streamlining unused roles and permissions in NetSuite.

Topics: NetSuite

Nicole Dawes

Written by Nicole Dawes

NetSuite roles and permissions are powerful tools for maintaining safety and compliance. But, at first glance, they can seem complicated.

Sign up for this free crash course for an in-depth look at best practices for understanding, establishing, maintaining and cleaning up roles, permissions and access in NetSuite.


What's On the Agenda?

1. Understanding User Roles

  • Permissions
  • Permission levels
  • Required forms and list views
  • Role settings
  • Script dependencies
  • Cleaning up unused roles

2. Understanding Permissions

  • What is a permission?
  • What are tasks?
  • How do permissions affect navigation?
  • Cleaning up unused permissions

3. Managing Access

  • A real-world approach to segregation of duties
  • How to protect your data using NetSuite’s access controls
  • Implementing two-factor authentication and SSO
  • IP locking

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