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.
- A/P Clerk
- A/R Clerk
- Accountant (Reviewer)
- Advanced Partner Center
- CEO (Hands Off)
- Customer Center
- Employee Center
- Engineering Manager
- Full Access (deprecated)
- Human Resources Generalist
- Intranet Manager
- Issue Administrator
- Marketing Administrator
- Marketing Assistant
- Marketing Manager
- Partner Center
- Payroll Manager
- Payroll Setup
- PM Manager
- Product Manager
- QA Engineer
- QA Manager
- Resource Manager
- Retail Clerk
- Revenue Accountant
- Revenue Manager
- Sales Administrator
- Sales Manager / Person / VP
- Store Manager
- Support Administrator / Manager / Person
- System Administrator
- Tax Engine
- Vendor Center
- 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.
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.