NetSuite Roles Overview
A role is a specific access setup in NetSuite. To manage user access, you need the Administrator role to create roles for users. These roles define what users can view and edit. They control which pages users can access in NetSuite and what tasks they can perform. Each role is linked to a center, which is a user interface tailored for different business functions.
To compare permissions for two or more roles
When we talk about comparing permissions for roles in NetSuite, it means analyzing and evaluating the access levels and privileges assigned to different roles within the NetSuite account. This involves examining the permissions granted to each role, such as viewing, editing, or deleting data, and identifying any differences or similarities between them. By comparing permissions, you can ensure that each role has the appropriate level of access to perform its designated tasks effectively and securely.
To analyze permissions across multiple roles in NetSuite, follow these steps:
- Navigate to Setup > Users/Roles > Show Role Differences.
- In the “Base Role” dropdown, choose the role that will serve as the reference point for comparison.
- From the “Compare To” dropdown, select one or more roles to compare against the base role.
- Choose between two options
- To see all permissions associated with the selected roles, uncheck the “Only Show Differences” box.
- To view only differing permissions, check the “Only Show Differences” box.
- Click “Show.”
- On the Role Permission Differences page, permissions are displayed alphabetically and by category.
- To export the list as a .CSV or .XLS file, utilize the export options at the top of the list.
- For comparing permissions across additional roles, click “New.”
In this example, I used Administrator as the Base Role and Consultant and as the role to Compare to. You will see the different levels of access for the different permissions: full, view, create, edit and none. You can go in and do a comparison of roles or see what permissions may be missing.
Please Note: NetSuite roles and permissions are essential to your NetSuite environment. Permissions should be granted with the ‘principle of least privilege’ in mind to ensure that users only have access to view/create/edit/delete records required to perform their specific job function. This will reduce business process risk to your NetSuite environment.
Likewise, not allowing the appropriate role permission or permission level can have other implications, such as not allowing the accounting team to close their month end books on time due to an inability to run specific month close checklist processes due to role permission deficiencies. These are some factors to keep in mind as you assign users/roles.
Conclusion
Comparing permissions for multiple roles in NetSuite ensure that users have the right access levels. This analysis helps identify differences and overlaps, allowing administrators to fine-tune role assignments for better security and efficiency.
