NetSuite is a powerful cloud-based business management software that helps businesses streamline their operations. One of its key features is the flexibility it offers in managing user access through different user roles. In this article, we’ll delve into the world of NetSuite user roles, exploring the multitude of roles available to cater to the unique needs of businesses.

NetSuite’s user roles: A versatile solution for businesses of all sizes

NetSuite offers two types of user roles: standard roles and custom roles.

  • Standard roles are pre-defined roles with a set of predefined permissions. These roles are designed to map to common employee positions, such as Accountant, Sales Rep, and Customer Service Representative. Standard roles are also available for vendors, partners, and customers who have account access.
  • Custom roles are created by NetSuite administrators to meet the specific needs of their organization. Custom roles can be based on standard roles, or they can be created from scratch. Custom roles can have any combination of permissions, and they can be assigned to any user.

How many standard roles does NetSuite offer?

The number of standard roles that NetSuite offers varies depending on the modules that have been purchased and the features that have been enabled. However, there are many standard roles available out of the box. We have listed here the primary standard roles business use to manage its NetSuite environment.

  1. A/P Clerk
  2. A/R Clerk
  3. Accountant
  4. Accountant (Reviewer)
  5. Advanced Partner Center
  6. Bookkeeper
  7. Buyer
  8. CEO
  9. CEO (Hands Off)
  10. CFO
  11. CPO
  12. Consultant
  13. Customer Center
  14. Developer
  15. Employee Center
  16. Engineer
  17. Engineering Manager
  18. Full Access (deprecated)
  19. Human Resources Generalist
  20. Intranet Manager
  21. Issue Administrator
  22. Marketing Administrator
  23. Marketing Assistant
  24. Marketing Manager
  25. Partner Center
  26. Payroll Manager
  27. Payroll Setup
  28. PM Manager
  29. Product Manager
  30. QA Engineer
  31. QA Manager
  32. Resource Manager
  33. Retail Clerk
  34. Revenue Accountant
  35. Revenue Manager
  36. Sales Administrator
  37. Sales Manager / Person / VP
  38. Store Manager
  39. Support Administrator / Manager / Person
  40. System Administrator
  41. Tax Engine
  42. Vendor Center
  43. Warehouse Manager

See a detailed capabilities of the above user roles here.

How many custom roles can I create in NetSuite?

There is no limit to the number of custom roles that you can create in NetSuite. However, it is important to only create the roles that you need, and to carefully manage the permissions that are assigned to each role.

How do I assign user roles in NetSuite?

User roles are assigned to users when they are created. You can also change a user’s role at any time. To assign a user role, go to Setup > Users/Roles > Manage Users.

How do I create a custom role in NetSuite?

To create a custom role, go to Setup > Users/Roles > Manage Roles. Click the New button and select Custom Role. Enter a name and description for the role, and then select the permissions that you want to assign to the role.

Benefits of using user roles in NetSuite

There are many benefits to using user roles in NetSuite, including:

  • Improved security: User roles allow you to control which users have access to which data and functionality in NetSuite. This helps to protect your data from unauthorized access.
  • Increased efficiency: User roles can help you to streamline your business processes by giving users the access that they need to do their jobs, and no more.
  • Reduced errors: User roles can help to reduce errors by preventing users from making changes that they are not authorized to make.

When to use custom roles in NetSuite?

You should use custom roles in NetSuite when you need to create a role that is not met by one of the standard roles. For example, you might create a custom role for a user who has a unique combination of responsibilities.

Tips for managing user roles in NetSuite

Here are some tips for managing user roles in NetSuite:

  • Review user roles regularly: Make sure to review user roles regularly to ensure that users have the access that they need, but no more.
  • Use the least privilege principle: When assigning user roles, assign the least amount of access that is necessary for the user to do their job.
  • Use role groups: Role groups allow you to assign multiple roles to a user at once. This can be helpful for users who have multiple responsibilities.
  • Use role inheritance: Role inheritance allows you to create a hierarchy of roles. This can be helpful for managing roles for a large number of users.

Conclusion

NetSuite offers a variety of user roles to meet the needs of businesses of all sizes. We, at iDesk Media offers a quality NetSuite consulting, and end-to-end services including Onboarding, development, customization, integration, and support. Contact us to get help with NetSuite.