Social Impact Starter Edition Roles and Dashboards

Note:

After installing the Customization bundle, contact your NetSuite account manager for the customization of roles and dashboards.

For more information on:

• Roles in NetSuite, see NetSuite Roles Overview.

• Permissions for standard roles, see Standard Roles Permissions Table.

• How to review differences in permissions, see Showing Role Permission Differences.

• Dashboards in NetSuite, see Dashboards Overview.

• Portlet types in NetSuite, see Portlet Types Table.

• Standard KPIs, see Standard Key Performance Indicators Table.

• Standard Scorecards, see KPI Scorecards.

• Standard Report Snapshots, see Report Snapshots.

• Donation role and dashboards, see Donation Edition Role and Dashboards

• Standard Edition roles and dashboards, see Social Impact Standard Edition Roles and Dashboards

The Starter edition has the following roles. Click the custom tabs to see customized dashboards for your role. Use the following tables as guide for the available center tabs and portlets for your role:

• NFP ST CEO

• NFP ST CFO

• NFP ST Grant Administrator

• NFP ST Accountant

Related Topics

Social Impact Starter Edition

Social Impact KPIs

Social Impact KPI Scorecards

Social Impact Report Snapshots

Social Impact Donation Edition

Social Impact Standard Edition

General Notices