Account Administration Documentation Summary

NetSuite account administrators need to perform many tasks to set up and maintain the NetSuite application and related customizations. The following documentation is available for these tasks:

Account Administration Overview

Guidelines for setting up NetSuite and maintaining and upgrading your NetSuite account. You can also see the Account Administration guides summaries. See Account Administration Overview.

Account Setup

Setup of a NetSuite account requires enabling features, setting company preferences, defining classifications for NetSuite records, managing NetSuite roles and permissions, and incorporating approval routing. See Account Setup.

For information about NetSuite OneWorld, see OneWorld Documentation Summary.

Email for Administrators

Setup of DomainKeys identified mail, information about blocklists and spamlists, setup of scriptable templates and DMARC-compliant messaging in NetSuite. See Email for Administrators.

Authentication

NetSuite supports a variety of authentication methods, including two-factor authentication, token-based authentication, OAuth 2.0, Device ID authentication, Single Sign-on (outbound, SAML, and OpenID Connect), Digital Signing, SSH Keys, and RESTlet authentication. For more information about password requirements and policies in NetSuite, see Authentication.

CSV Imports

The Import Assistant supports bulk transfers of data from other applications into NetSuite via CSV files. The wizard enables visual mapping of CSV file columns to NetSuite fields. Learn about the guidelines for the CSV import and explore additional import and export options. See CSV Imports.

Auditing and Data Management

NetSuite supports tracking changes, internal controls, managing transactions, removing personal information, auditing data changes, and avoiding duplicates. See Auditing and Data Management.

System Notes

NetSuite uses System Notes to track any changes made to a record. A system note for a change on a record captures the date when the change was made, who made the change, the role of the user who made the change, the type of change, and the old and new value in the record. System Notes v2 captures detailed changes such as sublist information and groups the changes under high-level actions. Learn about the differences between System Notes and System Notes v2. See System Notes Overview.

Cloud Infrastructure

Best practices for accessing NetSuite through the UI, SuiteTalk web services, SuiteScript, RESTlets, Single Sign-on, SuiteAnalytics Connect, or other NetSuite services. Learn about NetSuite accounts in a cloud environment, traffic health, NetSuite URLs, DataCenterUrls REST service, the REST role service, and more. See Cloud Infrastructure.

Account Customization

Options for customizing your NetSuite account, such as adding custom fields and forms, creating system integrations, and automating processes. See SuiteCloud Platform Customization.

NetSuite Account Types

NetSuite provides customers with various test accounts for developing and testing new applications and customizations. You can use release preview, sandbox, and development accounts without impacting the production account. See Understanding NetSuite Account Types.

Performance

Best practices and troubleshooting tips enable you to optimize NetSuite performance. To help troubleshoot performance issues, use the Application Performance Management (APM) SuiteApp to monitor and manage NetSuite performance for business-critical operations. See Performance.

Globalization

NetSuite supports multi-language features, managing translation collections, and localization context filtering for user event and client scripts. See Globalization.

Related Topics

NetSuite Documentation Overview
Using the Help Center Window
Searching for Help
Getting Field-Level Help
Finding Out What's New in NetSuite

General Notices