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
- 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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