Crash Course: NetSuite Roles and Permissions

Presented by

Paul Staz, VP of Sales and Marketing at Strongpoint

About this talk

NetSuite roles and permissions are powerful tools for maintaining safety and compliance. But, at first glance, they can seem complicated. This free crash course takes an in-depth look at best practices for understanding, establishing, maintaining and cleaning up roles, permissions and access in NetSuite. What's On the Agenda? 1. Understanding User Roles - Permissions Permission levels - Required forms and list views - Role settings - Script dependencies - Cleaning up unused roles 2. Understanding Permissions - What is a permission? - What are tasks? - How do permissions affect navigation? - Cleaning up unused permissions 3. Managing Access - A real-world approach to segregation of duties - How to protect your data using NetSuite’s access controls - Implementing two-factor authentication and SSO - IP locking

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Strongpoint is the safest, fastest and most compliant way to do documentation, change management and compliance for NetSuite and Salesforce systems. Strongpoint automatically documents everything and maintains the core documentation describing each customization. Without sacrificing speed or safety, Strongpoint lets you make better and faster decisions more quickly and keeps your systems clean and optimized.