Roles and Accounts

A role is a set access configuration that's assigned to you. Roles and their permissions affect what pages you can see in the NetSuite and what tasks you can complete. You may have more than one role assigned to you. If you have more than one role, you can switch between 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. NetSuite offers multiple types of accounts 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 at system.netsuite.com by 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 give 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're 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.

On NetSuite pages that ask you to select a role or an account, you can see choices available to you. You may see these pages when you're logging in, or when you're switching roles.

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

  • The upper section shows 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 shows 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 set 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