Crash Course: NetSuite Roles and Permissions

NetSuite is easier with well-managed roles and permissions

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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.

Our agenda covers the following:

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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