Account Administration Overview Summaries

The following summaries describe what you can find in each Account Administration guides:

• Account Administration Overview Guide

• Account Setup Guide

• Managing Users and Roles Guide

• NetSuite OneWorld Guide

• Email for Administrators Guide

• Authentication Guide

• CSV Imports Guide

• Auditing and Data Management Guide

• System Notes Guide

• Cloud Infrastructure Guide

• NetSuite Account Types Guide

• Application Performance Management Guide

• Optimizing System Performance Guide

Account Administration Overview Guide

In the Account Administration Overview Guide, you can find basic information and guidelines for administrators.

Account Administration Overview	See available documentation for administrators and its summaries. For more information, see NetSuite Account Administration.
Guidelines for Administrators	Learn how to setup up and maintain NetSuite, about customer-scheduled maintenance and upgrading NetSuite. For more information, see Guidelines for NetSuite Administrators.

Account Setup Guide

In the Account Setup Guide, you can find information about enabling features, setting company preferences, defining classifications for NetSuite records, managing NetSuite roles and permissions, and incorporating approval routing.

Centers Overview	For each user, NetSuite displays a variable set of tabbed pages, called a center, based on the user's assigned role. Find out more about each center NetSuite provides. For more information, see Centers Overview.
Enabling Features	The Enable Features page is where you turn on or off features in NetSuite. For more information, see Enabling Features.
NetSuite Company Settings	You can set up company information, general preferences, language, location, renaming records and transactions, communication preferences, duplicate detection, administrative notifications, plug-ins, service tiers, and other preferences. For more information, see NetSuite Company Settings.
Classifications in NetSuite	Classifications enable you to better organize data and preserve accuracy. Find out more about Departments, Classes, and Locations classifications that you can use to identify and categorize records in your NetSuite account. For more information, see Classifications in NetSuite.
Approval Routing	NetSuite Approval Routing helps your organization define who can approve employee purchase transactions and limit approval amounts by authorizer level and department. For more information, see Approval Routing.

Managing Users and Roles Guide

In the Managing Users and Roles Guide, you can find information about how to manage NetSuite roles and permissions to provide your users accounts with the access they need.

NetSuite Roles Overview	Details about standard roles provided by NetSuite, how to create customized roles, and tools for managing roles. For more information, see NetSuite Roles Overview.
NetSuite Users Overview	Learn how to work with the different kinds of users that can access NetSuite, such as employee, vendor, partner, and customer. For more information, see NetSuite Users Overview.
NetSuite Permissions Overview	NetSuite provides a large number of permissions that govern the data and interface that users can access. For more information about tips for working with permissions, see NetSuite Permissions Overview.

NetSuite OneWorld Guide

In the NetSuite OneWorld Guide, you can find information about how to manage multiple areas of your multinational, multicompany business including financials, customers, e-commerce, Services Resource Planning (SRP), business intelligence, and tax and compliance management.

Subsidiaries in OneWorld	NetSuite OneWorld enables you to manage data for a hierarchical structure of separate legal entities, or subsidiaries. Learn about the hierarchy, subsidiary setup, settings manager, how to associate subsidiaries with entities and items, and the subsidiary navigator. For more information, see Subsidiaries in OneWorld
Set up NetSuite OneWorld	Follow the six steps to set up NetSuite OneWorld. Learn more about account setup, inventory setup, multiple vendors setup, and logos in OneWorld. For more information, see Set up NetSuite OneWorld.
Intercompany features	You can manage your intercompany workflows with the Intercompany Framework feature which includes a variety of components. For more information, see Intercompany Framework. Manage intercompany transactions and automatically generate elimination journal entries with the Automated Intercompany Management feature. For more information, see Automated Intercompany Management. When an administrator enables the Intercompany Framework feature or the Automated Intercompany Management feature, NetSuite provides access to the Intercompany Preferences page, where you can define intercompany preferences. For more information, see Intercompany Preferences. You can compare the open accounts payable balance in one subsidiary to the open accounts receivable balance in the paired subsidiary at the Intercompany Balance Overview page. For more information, see Viewing Open Intercompany Balances.
Consolidated Reporting in OneWorld	View data consolidated from multiple subsidiaries on many reports. For more information, see Consolidated Reporting in OneWorld.
OneWorld ERP Accounting	See specific help topics for details about how NetSuite OneWorld affects accounting, ERP functions. For more information, see OneWorld ERP Accounting.
OneWorld CRM	Learn about consolidated quotas and forecasts, employee and partner commission, and how to set subsidiaries on online forms in OneWorld. For more information, see OneWorld CRM.
OneWorld and SuiteCommerce	When you use SuiteCommerce in a NetSuite OneWorld account, you can associate multiple subsidiaries to a Site Builder or to a SuiteCommerce Advanced website. For more information, see OneWorld and SuiteCommerce.

Email for Administrators Guide

In the Email Guide for Administrators Guide, you can find information about DomainKeys Identified Mail (DKIM), email blocklists and spamlists, scriptable templates, and DMARC-Compliant messaging in NetSuite. For more information, see Email Best Practices.

DomainKeys Identified Mail (DKIM)	DKIM is a method of digitally signing your email to allow its authentication to protect customers from unsolicited email. For more information, see DomainKeys Identified Mail (DKIM).
Email Blocklists and Spamlists	Find out about how NetSuite monitors outbound mail servers to ensure they are not listed by major, credible lists that have good reputations. For more information, see Email Blocklists and Spamlists.
Scriptable Templates	Produce personalized output and give you control over the presentation of your email communication. For more information, see Scriptable Templates.
DMARC-Compliant Messaging in NetSuite	Learn more about DMARC, or Domain-based Authentication, Reporting, and Conformance. A DMARC policy specifies how the domain owner wants the receiving mail server to handle messages claiming to be sent from their domain, but that cannot be authenticated as having originated from your domain. For more information, see DMARC-Compliant Messaging in NetSuite and Email Best Practices.

Authentication Guide

In the Authentication Guide, you can find information about password requirements and policies in NetSuite. NetSuite supports a variety of authentication methods, including two-factor authentication, token-based authentication, OAuth 2.0, Device ID authentication, Single Sign-on, Digital Signing, SSH Keys, and RESTlet authentication.

Overview	Learn general information about password requirements and policies, session management, login pages, and IP address rules setting for your account. For more information, see Authentication Overview.
Two-Factor Authentication (2FA)	Allows enforcement of a second level of security for logging in to the NetSuite user interface. Using 2FA can protect your company from unauthorized access to data. For more information, see Two-Factor Authentication (2FA).
Token-based Authentication (TBA)	Increases overall system security and enables client applications to use a token to access NetSuite through APIs, eliminating the need for RESTlets or web services integrations to store user credentials. For more information, see Token-based Authentication (TBA).
OAuth 2.0	Enables client applications to use a token to access NetSuite through REST web services and RESTlets. For more information, see OAuth 2.0.
Device ID Authentication	Allows account administrators to restrict login to only approved devices registered in NetSuite using a unique identifier. For more information, see Device ID Authentication.
Single Sign-On	Allows you to log in with a single ID and password. NetSuite supports Outbound Single Sign-on (SuiteSignOn), SAML Single Sign-on, and OpenID Connect (OIDC) Single Sign-on.
Digital Signing	Provides authentication of documents or messages so that the identity of the sender and the validity of the document’s contents can be trusted. For more information, see Digital Signing.
SSH Keys for SFTP	Use SSH keys to establish an SFTP connection. By using the keys, you can manage files and directories by using the SSH file transfer (SFTP) protocol. For more information, see SSH Keys for SFTP.
RESTlet authentication	RESTlets require authentication and calls are processed synchronously. Learn more about authentication for RESTlets. Setting up Token-based authentication and OAuth 2.0 for a RESTlet integration, and using user credentials for RESTlet authentication. For more information, see RESTlet Authentication.

CSV Imports Guide

In the CSV Imports Guide, you can find information about the CSV import, the most commonly used method for transferring small to medium-sized data sets from other applications into NetSuite. Learn details about importing CSV files with the Import Assistant, guidelines for CSV import files, CSV import error messages, and additional import and export options.

Importing CSV Files with the Import Assistant	Import CSV data to NetSuite in only five steps with the Import Assistant. For more information, see Importing CSV Files with the Import Assistant.
Guidelines for CSV Import Files	Set up CSV files and review their formatting carefully to avoid errors that prevent the import and to ensure that data are imported with correct values. For more information, see Guidelines for CSV Import Files.
CSV Import Error Messages	Lists some of the common errors found during a CSV import, such as general import errors, employee import errors, transactions import errors, and others, and what you can do to correct the error. For more information, see CSV Import Error Messages.
Additional Import and Export Options	Describes options for data import and export that do not use the CSV Import Assistant, such as importing a CSV file from a third-party accounting software vendor, export of selected lists and reports as CSV files, extraction of data from NetSuite, and others. For more information, see Additional Import and Export Options.

Auditing and Data Management Guide

In the Auditing and Data Management Guide, you can find information about tracking changes in NetSuite, internal controls, managing transactions, personal information removal, auditing data changes using searches, and avoiding duplicates.

Tracking Changes in NetSuite	Information about auditing primary data and configuration changes in NetSuite, auditing account preferences, documenting changes, and audit enablement. For more information, see Tracking Changes in NetSuite.
Internal Controls in NetSuite	Lists internal controls that are readily available in NetSuite. This listing is provided as a reference to assist you in building strong internal controls in your NetSuite implementation. Find out more about standard internal controls and internal controls that require basic configuration, see Internal Controls in NetSuite.
Managing Transactions	NetSuite provides several features that enable you to record reasons for deleting transactions and view transaction history. For more information, see Managing Transactions
Personal Information (PI) Removal	Enables NetSuite users with the appropriate permissions to remove personal information from NetSuite fields, records, and audit logs. Find out more about how to address privacy regulations related to data subject requests, see Personal Information (PI) Removal.
Auditing Data Changes using Searches	To monitor changes made to NetSuite data, you can search system notes records. Learn more about searching system notes, viewing an audit trail for a record type, searching for deleted records, and understanding the context for changes. See Auditing Data Changes using Searches.
Avoiding Duplicates	Avoid unintended duplicate entries in NetSuite. Specifically, you can avoid duplicate transaction numbers, address duplicate transaction number warnings, and use auto-generated numbering for transactions. You can also avoid duplicate processing of memorized transactions in a bulk update. For more information, see Avoiding Duplicates.

System Notes Guide

In the System Notes Guide, you can find information about the NetSuite System Notes which will help you track changes made to a record. Find out more about System Notes, System Notes v2, System Notes v2 workbook, terminology, and documentation, and comparison of System Notes and System Notes v2.

System Notes	The original NetSuite system notes used to track changes made to a record. These system notes are available for records or groups of configuration settings where a System Notes subtab is available on the NetSuite page. For more information, see System Notes Overview.
System Notes v2	Captures detailed changes for records supported in System Notes v2, and groups the changes under high-level actions. These actions include create, change, deleted, set, update, and unset. For more information, see System Notes v2 Overview.
System Notes v2 Workbook	Use the System Notes v2 workbook to analyze system notes v2 data for your records. Create a custom workbook to add charts, pivots, and tables to view configuration details in your account. For more information, see System Notes v2 Workbook.
System Notes Terminology and Documentation	See terms that are used to refer to system notes in NetSuite and documentation that contains information about auditing,system notes, and transaction history. For more information, see System Notes Terminology and System Notes Documentation.
Comparison of System Notes and System Notes v2	See the differences between System Notes and System Notes v2 which are separate systems for tracking changes made to NetSuite records. For more information, see Comparison of System Notes and System Notes v2.

Cloud Infrastructure Guide

In the Cloud Infrastructure Guide, you can find best practices for various methods of access to NetSuite, supported cipher protocols, and more.

NetSuite Accounts in a Cloud Environment	NetSuite accounts are hosted in various data centers around the globe. You should be aware of the importance of using best practices for NetSuite account access. For more information, see Best Practices for Cloud Accounts.
NetSuite IP Addresses	Provides more secure alternatives for accessing NetSuite than using IP address rules. For more information, see NetSuite IP Addresses.
Understanding NetSuite URLs	Follow the best practice of ensuring that your NetSuite accounts and related integrations are not bound to a specific data center. For more information, see Understanding NetSuite URLs, URLs for Account-Specific Domains and Dynamic Discovery of URLs.
Supported TLS Protocol and Cipher Suites	Lists the supported versions of TLS and cipher suites for accessing various NetSuite services. For more information, see Supported TLS Protocol and Cipher Suites.
Secure HTTPS Outbound Communication and SSL Certificates	Provides information about supported sources for purchasing SSL certificates and how to use them for secure outbound communication with the NetSuite application. See Secure HTTPS Outbound Communication and SSL Certificates.
VPN Configuration for User Access to NetSuite	Describes VPN configuration for access to NetSuite. For more information, see VPN Configuration for User Access to NetSuite.
Traffic Health	Helps you locate instances of data center-specific URLs in your account. For more information, see Traffic Health.

NetSuite Account Types Guide

In the NetSuite Account Types Guide, you can find summary-level descriptions of the different types of NetSuite accounts, such as NetSuite sandbox and NetSuite development accounts.

NetSuite Sandbox	NetSuite sandbox accounts can be used to test and train your employees on existing integrations and processes without affecting your production data. The data in the sandbox is a copy of your production data and can be refreshed from production, bringing in new data and customizations. For more information, see NetSuite Sandbox.
NetSuite development Accounts	NetSuite development accounts provide an improved experience for developing NetSuite customizations. They never contain production data. This separation prevents in-progress customizations from being overwritten, and enables controlled access to sensitive, restricted, and financial data. For more information, see NetSuite Development Accounts.

Application Performance Management Guide

In the Application Performance Management Guide, you can find information about the Application Performance Management (APM) SuiteApp, which lets you monitor and manage NetSuite performance for business-critical operations.

Application Performance Management (APM)

Enables you to see and manage the performance of your NetSuite customizations and business-critical operations. Use the Performance Health Dashboard to monitor issues then investigate the performance of record pages, scripts, workflows, plug-ins, jobs handled by SuiteCloud Processors, SOAP and REST web services, saved searches, web services, and RESTlet integrations in dedicated tools and pages. For more information, see Application Performance Management (APM).

Optimizing System Performance Guide

In the Optimizing System Performance Guide, you can find information about optimizing performance for users, troubleshooting performance issues, and performance best practices.

Optimizing Performance for Users	Helps administrators to improve the performance of their NetSuite application and address performance issues that their NetSuite users may experience. For more information, see Optimizing NetSuite Performance.
Troubleshooting Performance Issues	See specific troubleshooting issues and how to solve them. For more information, see Troubleshooting Performance Issues.
Performance Best Practices	Find best practices for troubleshooting, the SuiteApp Architectural Fundamentals & Examples (SAFE) Guide, SuiteCloud Plus, SOAP Web Services, CSV Import, SuiteBundler, SuiteScript, SuiteFlow, Customization, SuiteAnalytics Connect, and SuiteCommerce. For more information, see Performance Best Practices.

File Cabinet for Administrators Guide

In the File Cabinet for Administrators guide, you can find the information about the tasks that are common to users with the Administrator role.

Making We Site Hosting Files Always Available	Learn how to use Available Without Login and Company-Wide Usage boxes on file records to allow or restrict access to individual files. For more information, see Making Web Site Hosting Files Always Available.
Hiding Attachment Folders	Learn about the Hide Attachment Folders preference. For more information, see Hiding Attachment Folders.
Enabling the Use of Employee-Specific Expense Folders	Predefine dedicated folders where employee-specific expense report attachments are automatically saved. For more information, see Enabling the Use of Employee-Specific Expense Folders. Migrate any existing attachments to the dedicated folder structure, manage the Expense Report Attachments Tool, and schedule and cancel migrations. For more information, see Expense Report Attachments Migration Tool.
Uploading Your Logo	Upload your logo and use it on forms, in your Site Builder website, and in your SuiteCommerce (SC) or SuiteCommerce Advanced (SCA) websites. For more information, see Uploading Your Logo.

Related Topics

• Account Administration Overview
• NetSuite Account Administration
• Guidelines for NetSuite Administrators

General Notices