Users, Roles, and Permissions Setup

Employees, vendors, partners, and customers might need access to your NetSuite account. Create custom roles for your organization and add the right permissions and restrictions.

Task	More Information
Give employees only the access they need.	NetSuite Access Overview
Don't assign standard roles to users. Customize standard roles and assign them instead. Create roles for each job function. Assign more than one role if someone has multiple jobs.	Showing Role Permission Differences Customizing or Creating NetSuite Roles
Think carefully about the permissions for each role and use restrictions when you need more control.	Permissions and Restrictions
Don't use the Full Access role.	Full Access Role (Deprecated)
Assign Core Administration Permissions to roles when needed.	Core Administration Permissions
Don't use the Global Permissions Feature unless you have to. Whenever you can, use permissions and restrictions instead. Note: Global permissions apply to every role an employee has.	Using the Global Permissions Feature
Set preferences to tailor NetSuite to each role if needed.	Setting Role-Based Preferences
Assign the Financial History permission to any role that needs access to customer or vendor transactions.	Granting User Access to Transaction History
Make sure you know how the Advanced Employee Permissions feature changes access to employee records.	Before Enabling the Advanced Employee Permissions Feature
Assign each role to yourself and test it. Make sure is has all permissions and access needed for the whole process.	Permissions Documentation
Assign custom roles to users before they start using the account.	Assigning Roles to an Employee
Create user records.	NetSuite Users Overview Working with Records
Give new users access.	Giving an Employee Access to NetSuite Giving Customers Access
Make sure users know how to get help.	Tips for Help Center and SuiteAnswers Getting Help
Remove employees’ NetSuite access right away when they leave.	Employee Termination

Task

More Information

Give employees only the access they need.

NetSuite Access Overview

Don't assign standard roles to users. Customize standard roles and assign them instead.

Create roles for each job function. Assign more than one role if someone has multiple jobs.

Showing Role Permission Differences

Customizing or Creating NetSuite Roles

Think carefully about the permissions for each role and use restrictions when you need more control.

Permissions and Restrictions

Don't use the Full Access role.

Full Access Role (Deprecated)