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 Edition role and dashboards, see Donation Edition Role and Dashboards
Starter Edition roles and dashboards, see Social Impact Starter Edition Roles and Dashboards
In addition to the CEO, CFO, and Grant Administrator roles, you have the following new roles in this edition. 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.
- Social Impact KPIs
- Social Impact KPI Scorecards
- Social Impact Report Snapshots
- Social Impact Donation Edition
- Social Impact Starter Edition
- Social Impact Standard Edition
- NFP EM CEO
- NFP EM CFO
- NFP EM Grant Administrator
- NFP EM Controller
- NFP EM Program Manager
- NFP EM A/P Clerk
- NFP EM A/R Clerk
- Reports in Social Impact Standard Edition
- Constituent Relationship Management