NetSuite provides specialized tools for every user type, allowing your business to customize dashboards, workflows, and reports for maximum efficiency. This video gives a quick overview of NetSuite functionalities by user type and shows how you can configure your NetSuite experience to match your role and workflow.
Customize NetSuite for Every Role
NetSuite is built to support different users, from Everyday Users to CIOs, by providing tools and customization options tailored to their responsibilities.
Key highlights include:
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Everyday Users: Build personal dashboards, saved searches, and reports across desktop or mobile.
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Business Analysts: Configure workflows, forms, fields, and business rules without coding.
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Developers: Use NetSuite’s robust scripting environment for advanced customizations.
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Administrators: Govern roles, security, and instance-wide customizations. CIOs: Ensure governance, compliance, and audit standards, with 99.99% uptime assurance.
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Partner Network/SuiteApps: Extend functionality through third-party modules, Suite Cloud Developers, and the SuiteApp Marketplace.
By customizing NetSuite according to user type, your team can streamline operations, improve productivity, and get the right insights faster.
Talk to an expert about NetSuite Tools for Different User Types & Customization Overview
Video Transcript
NetSuite has the right tools for every user type and that begins with the Everyday User. As they can customize their own experience, they can build their own dashboard, searches, and reports - that's a cross-platform, as we see here.
We do have the mobile app, and then otherwise we can use it in any browser, whether on a tablet or on our computer.
The Business Analyst in that suite can actually customize and configure the instance themselves, meaning we don't need to know how to code to change the automated business rules to integrate apps or to configure workflows, forms, and fields.
Of course, the Developer still does have a role in that suite. We can customize the instance with script and NetSuite provides for a robust development environment. But, we can manage the lifecycle of those customizations.
As an Administrator, I have oversight into how my roles are configured, how those customizations are set up in my instance, and of course, the security of the instance. So I can govern all about myself, which brings me to the CIO, who is also concerned with the governance but even more so with that security and compliance.
And of course, as a CIO, piece of mind knowing that NetSuite meets and exceeds a myriad of audit and compliance standards as we see in this list here. That 99.99% uptime also adds to that peace of mind.
The partners in the Partner Network can actually extend the NetSuite instance, so we're not just left with the core suite of modules. There are other bundles we can bring into our instance to enhance the functionality we have. This means that we have a Suite App Marketplace for customers as well as publishers or those Suite Cloud Developers in the network.
FAQ: NetSuite Tools & Customization
Q: Can I customize NetSuite dashboards for my role?
A: Yes. Every user can personalize dashboards, reports, and saved searches to match their workflow and priorities.
Q: Do I need coding knowledge to configure NetSuite?
A: Business Analysts can customize workflows, forms, and fields without coding, though Developers can extend functionality further using SuiteScript.
Q: What are SuiteApps?
A: SuiteApps are third-party or NetSuite-developed modules that extend your ERP functionality beyond the core suite.
Q:How do different roles benefit from NetSuite customization?
A: Each role, from Everyday Users to CIOs, can access tailored tools, improving efficiency, governance, and decision-making.
Q: How can GURUS Solutions help with NetSuite customization?
A: We optimize NetSuite for your business by tailoring dashboards, workflows, and security settings to fit your unique needs.