The NetSuite Account Center
The NetSuite Account Center portlet (on the Support tab) is where you access the NetSuite Account Center. The NetSuite Account Center enables certain employees at your company to access the customer center for your NetSuite account.
Only employees with either the NetSuite Support Center role or the NetSuite Support Center (Basic) role can access the NetSuite Account Center.
Use good judgment when deciding which users should be assigned either of these roles. Only give access to users who need to perform specific tasks related to your NetSuite account.
These special roles do not appear when you search for all roles in your account (Setup > Users/Roles > Manage Roles > Search), and they're also not listed in the Standard Roles Permissions Table.
However, you can see these roles in the dropdown list when assigning roles to a user. Make sure you understand what each role can do before assigning them to users.
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The NetSuite Support Center (Basic) role doesn't have permission for financial transactions. Users with this role see links for cases, issues, and to contact Support. Users with this role can also set up Authorized Contacts.
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The NetSuite Support Center role has financial transaction and other permissions. Users with this role can see links to make payments, review statements, transactions, and estimates, review support cases and issues, edit their profile, and to contact Support. Users with this role can also set up Authorized Contacts.
See the following tables for information about the role permissions.
NetSuite Support Center Role Permissions |
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View |
Create |
Edit |
Full |
Transactions:
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Transactions:
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Transactions:
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Transactions:
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Lists:
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- |
- |
- |
Reports:
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- |
- |
- |
- |
- |
- |
Setup:
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The NetSuite Support Center (Basic) role has no transaction permissions.
NetSuite Support Center (Basic) Role Permissions |
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---|---|---|---|
View |
Create |
Edit |
Full |
None |
None |
None |
None |
You can find the same permission comparison information in the User Interface. See Showing Role Permission Differences.
To give an employee access to the NetSuite Account Center portlet:
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Go to Lists > Employees > Employees.
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Click Edit next to the employee you want to give access.
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On the Access subtab, in the Role field, select NetSuite Support Center or NetSuite Support Center (Basic).
Important:Carefully review the permissions given to each role and decide which role is most appropriate for the user.
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Click Add.
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Click Save.
The employee may need to log out and log back in to see the NetSuite Account Center link.
For more information, see Accessing the NetSuite Account Center.