Intelligent Close Manager Roles and Permissions

To enable the Intelligent Close Manager feature, you must have the following features and permissions:

• The Accounting Periods feature enabled. For more information, see Accounting Period Management.

• The Administrator role or another role that includes the Enable Features permission. For more information about roles and permissions, see Customizing or Creating NetSuite Roles.

To use the Intelligent Close Manager feature, you must have the View level or higher of the Manager Accounting Periods permission. For more information, see Permissions Documentation.

You can't take action on certain tasks if you don't have the necessary permissions. If you don't have access, a permission violation error is displayed indicating the permissions you need to access the page.

Related Topics:

• Intelligent Close Manager Overview
• Enabling the Intelligent Close Manager Feature
• Using the Intelligent Close Manager Dashboard Portlet
• Mapping Tasks and KPIs to Features and Preferences
• KPIs in the Intelligent Close Manager Portlet

General Notices