Roles and Accounts

A role is a defined access configuration that is assigned to you. Roles and their permissions determine the pages that you can see in the NetSuite interface and the tasks that you can complete. You may have more than one role assigned to you. If you have more than one role, you can switch among those roles and select a default role in your account to use when logging in. For more information about roles, see NetSuite Roles Overview.

An account is a place where you work in NetSuite. There are multiple types of accounts provided by NetSuite that you can use, such as production, sandbox, development, and release preview. The live production account is the main account where you do the daily work necessary to run your business. You can access your production account by going to system.netsuite.com and entering your login details. To know more about different types of accounts, see Understanding NetSuite Account Types.

Note:

Only administrators can set up and manage roles and grant access to accounts. For more information, see NetSuite Users & Roles.

Switching to a Different Role or Account

If browser history is available, when you log in to NetSuite, you are logged in with the role you used when you logged out of NetSuite. You may want to switch to a different role, or switch to a role in a different account.

NetSuite pages that prompt you to select a role or an account display the choices available. You may encounter these pages during the login process, or when you are switching roles.

• Role and account selection pages and menus are organized into two sections:

  • The upper section displays the roles available to you in the current account.

  • If you have access to more than one account, your other accounts are listed below a Or switch to another account section. The roles available to you in these accounts are not shown in this lower section. When you switch to another account, the upper section displays your roles in that account.

• If you have access to more than one NetSuite account, you can select a default role for each account. For example, you could specify a default role for production, sandbox, and Release Preview. For more information, see Specifying a Default Role.

See the following sections for more information:

• Switching to a Different Role

  • Logging in to the NetSuite UI

  • Hiding an Account

  • Opening the My Roles Page

  • Hiding a Role

  • Showing Hidden Roles

  • Specifying a Default Role

• Switching to a Different Account

  • Hiding an Account

  • Showing Hidden Accounts

Related Topics

• Switching to a Different Role
• Switching to a Different Account
• Header and Menus
• Navigation Menu

General Notices