Specialized User: CRM Role
The Specialized User: CRM role is a standard role with predefined permissions which enables you to manage sales, CPQ, marketing, support, and other CRM activities.
CRM users, such as marketing employees, sales reps, and support reps, who only need to access the functionalities relevant to their roles can benefit from using this role.
For a detailed list of the default permissions and their access levels, see Specialized User: CRM.
To assign this role to an employee, see Assigning Roles to an Employee.
Customizing the Specialized User: CRM Role
You will need to customize this role by creating a custom role based on the Specialized User: CRM role. This allows you to limit or modify the standard permissions to fit user needs. For more information, see Customizing and Creating Roles and Setting Permissions.
You can remove permissions but cannot add any permissions outside the standard role. Additionally, you cannot grant greater access than the standard permissions allow. However, you can reduce access levels as needed. If users need to access permissions that are not available in this user type, please contact your NetSuite account manager to purchase a general access license.
It is best practice to distinguish custom roles by including "Specialized User: CRM" in the name.
If you do not use SAML SSO to access NetSuite, you must customize the role to remove the SAML Single Sign-on permission. Otherwise, you may encounter an error since the role has full access to SAML Single Sign-on.
Managing the Specialized User: CRM Role
Assigning only the standard or a custom Specialized User: CRM role to an employee counts toward Specialized User: CRM usage. Assigning it along with other general access roles counts toward general access usage instead.
You can assign multiple Specialized User: CRM roles based on your company's purchased licenses. Check the number of assignable users on the Billing Information page.
Access this page by going to Setup > Company > NetSuite Account Information > View Billing Information. Click the Billable Components subtab and look for Specialized User: CRM in the Component column. The Current Provisioned Qty column shows the number of users to whom you can assign this role
This user-friendly role setup ensures that your team has the necessary access to manage CRM activities efficiently while allowing customization to meet specific needs.