Social Impact Standard Edition Roles and Dashboards

bundle, contact your NetSuite account manager to customize roles and dashboards.

For more information about:

• 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

Along with the CEO, CFO, and Grant Administrator roles, this edition gives you these new roles. Click the custom tabs to see dashboards customized for your role.

• NFP EM Controller

• NFP EM Program Manager

• NFP EM A/P Clerk

• NFP EM A/R Clerk

Use the tables below as a guide to the available center tabs and portlets for your role.

Related Topics:

• 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

General Notices