Account Setup and Maintenance
NetSuite 2024.2 includes the following enhancements to account setup and maintenance features:
New Specialized User: CRM Role
The Specialized User: CRM role is a standard role with predefined permissions which enables you to manage sales, CPQ, marketing, support, and other CRM activities in NetSuite. Use this role to work with Campaigns, Opportunities, Quotes, Sales Orders, Cases, and other customer-related records, and CPQ functionality. You can customize this role to remove permissions or grant reduced access. This role prevents the use of any functionality that is not included in it. For more information, see Specialized User: CRM Role.
New Specialized User: View and Approve Role
When the new Specialized User: View and Approve role is assigned to a user, it grants limited access to NetSuite. Users assigned with this role can do basic tasks, such as viewing or approving reports, but are prevented from completing more advanced tasks. For example, this role could be granted to a manager who needs to view the team's performance and approve requisitions, but doesn't need to do any other task within NetSuite. You can customize this role to remove permissions for certain tasks. This role prevents the use of any functionality that is not included in it. For more information about roles, see NetSuite Roles Overview.