Account Administration Overview Summaries

The following summaries describe what you can find in each Account Administration guide.

Account Administration Overview Guide
Account Setup Guide
Managing Users and Roles Guide
NetSuite OneWorld Guide
Email for Administrators Guide
Authentication Guide
CSV Imports Guide
Auditing and Data Management Guide
System Notes Guide
Cloud Infrastructure Guide
NetSuite Account Types Guide
Application Performance Management Guide
Optimizing System Performance Guide

Account Administration Overview Guide

In the Account Administration Overview Guide, you can find basic information and guidelines for administrators.

Account Administration Overview	See available documentation for administrators. For more information, see NetSuite Account Administration.
Guidelines for Administrators	Learn about NetSuite set up and maintenance, customer-scheduled maintenance and NetSuite upgrades. For more information, see Guidelines for NetSuite Administrators.

Account Setup Guide

In the Account Setup Guide, you'll find information about enabling features, setting company preferences, defining classifications for NetSuite records, managing NetSuite roles and permissions, and adding approval routing.

Centers Overview	For each user, NetSuite displays a set of tabbed pages, called a center, that varies based on the user's assigned role. Find out more about each center NetSuite provides. For more information, see Centers Overview.
Enabling Features	Use the Enable Features page to turn on or off NetSuite features. For more information, see Enabling Features.
NetSuite Company Settings	You can set up company information, general preferences, language, location, rename records and transactions, and set communication preferences. You can also handle duplicate detection, get administrative notifications, add plug-ins, choose service tiers, and more. For more information, see NetSuite Company Settings.
Classifications in NetSuite	Classifications help you organize your data and keep it accurate. Find out more about department, class, and location classifications that you can use to identify and categorize records in your NetSuite account. For more information, see Classifications in NetSuite.
Approval Routing	NetSuite Approval Routing helps your organization define who can approve employee purchase transactions and limit approval amounts by authorizer level and department. For more information, see Approval Routing.

Managing Users and Roles Guide

In the Managing Users and Roles Guide, you'll find information about how to manage NetSuite roles and permissions so your users get the access they need.

NetSuite Roles Overview	Learn about standard roles in NetSuite, how to create customized roles, and tools for managing them. For more information, see NetSuite Roles Overview.
NetSuite Users Overview	Learn how to work with the different kinds of users that can access NetSuite, such as employee, vendor, partner, and customer. For more information, see NetSuite Users Overview.
NetSuite Permissions Overview	NetSuite provides many permissions that control what data and features users can access. For more information about tips for working with permissions, see NetSuite Permissions Overview.

NetSuite OneWorld Guide

In the NetSuite OneWorld Guide, you'll find information about managing different parts of your multinational, multicompany business, including financials, customers, commerce, Services Resource Planning (SRP), business intelligence, and tax and compliance.

Subsidiaries in OneWorld	NetSuite OneWorld lets you manage data for a hierarchy of separate legal entities, or subsidiaries. Learn about the hierarchy, setting up subsidiaries, using the settings manager, linking subsidiaries to entities and items, and the subsidiary navigator. For more information, see Subsidiaries in OneWorld
Set up NetSuite OneWorld	Follow six steps to set up NetSuite OneWorld. You can also learn about account setup, inventory, multiple vendors, and logos in OneWorld. For more information, see Set up NetSuite OneWorld.
Intercompany features	You can manage your intercompany workflows with the Intercompany Framework feature, which has several components. For more information, see Intercompany Framework. Handle intercompany transactions and automatically create elimination journal entries with the Automated Intercompany Management feature. For more information, see Automated Intercompany Management. When an administrator enables the Intercompany Framework or Automated Intercompany Management feature, NetSuite gives you access to the Intercompany Preferences page, where you can set intercompany preferences. For more information, see Intercompany Preferences. You can compare the open accounts payable balance in one subsidiary to the open accounts receivable in the paired subsidiary on the Intercompany Balance Overview page. For more information, see Viewing Open Intercompany Balances.
Consolidated Reporting in OneWorld	See data from multiple subsidiaries combined in many reports. For more information, see Consolidated Reporting in OneWorld.
OneWorld ERP Accounting	See specific help topics for details about how NetSuite OneWorld affects accounting and ERP functions. For more information, see OneWorld ERP Accounting.
OneWorld CRM	Learn about consolidated quotas and forecasts, employee and partner commissions, and how to set subsidiaries on online forms in OneWorld. For more information, see OneWorld CRM.
OneWorld and SuiteCommerce	When you use SuiteCommerce in a NetSuite OneWorld account, you can link multiple subsidiaries to a Site Builder or to a SuiteCommerce Advanced website. For more information, see OneWorld and SuiteCommerce.

Email for Administrators Guide

In the Email Guide for Administrators Guide, you'll find information about DomainKeys Identified Mail (DKIM), email blocklists and spamlists, scriptable templates, and DMARC-Compliant messaging in NetSuite. For more information, see Email Best Practices.

DomainKeys Identified Mail (DKIM)	DKIM lets you digitally sign your email so it can be authenticated, protecting customers from unsolicited email. For more information, see DomainKeys Identified Mail (DKIM).
Email Blocklists and Spamlists	Learn how NetSuite monitors outbound mail servers to make sure they're not on major, reputable blocklists. For more information, see Email Blocklists and Spamlists.
Scriptable Templates	Create personalized email messages and control how your messages look. For more information, see Scriptable Templates.
DMARC-Compliant Messaging in NetSuite	Learn more about DMARC, or Domain-based Authentication, Reporting, and Conformance. A DMARC policy specifies how to handle messages that can't be authenticated. The domain owner specifies how the receiving mail server handles messages that claim to be sent from their domain, but can't be authenticated. For more information, see DMARC-Compliant Messaging in NetSuite and Email Best Practices.

Authentication Guide

In the Authentication Guide, you'll find information about password requirements and policies in NetSuite. NetSuite supports several authentication methods, including two-factor authentication, token-based authentication, OAuth 2.0, Device ID authentication, Single Sign-on, Digital Signing, SSH Keys, and RESTlet authentication.

Overview	Learn general information about password requirements, session management, login pages, and setting IP address rules for your account. For more information, see Authentication Overview.
Two-Factor Authentication (2FA)	Two-factor authentication adds another layer of security when logging in to NetSuite and helps protect your company from unauthorized access. For more information, see Two-Factor Authentication (2FA).
Token-based Authentication (TBA)	Token-based authentication boosts security and lets client applications use a token to access NetSuite through APIs, so you don't need to store user credentials. For more information, see Token-based Authentication (TBA).
OAuth 2.0	OAuth 2.0 lets client applications use a token to access NetSuite through REST web services and RESTlets. For more information, see OAuth 2.0.
Device ID Authentication	Device ID authentication lets account administrators restrict logins to only approved devices registered in NetSuite. For more information, see Device ID Authentication.
Single Sign-On	Single Sign-On lets you to log in with a single ID and password. NetSuite supports Outbound Single Sign-on (SuiteSignOn), SAML Single Sign-on, and OpenID Connect (OIDC) Single Sign-on.
Digital Signing	Digital Signing authenticates documents or messages so that you can trust the sender and the document contents. For more information, see Digital Signing.
SSH Keys for SFTP	Use SSH keys to set up an SFTP connection and manage files and directories with the SSH file transfer (SFTP) protocol. For more information, see SSH Keys for SFTP.
RESTlet authentication	RESTlets require authentication and process calls synchronously. Learn more about RESTlet authentication, setting up token-based authentication and OAuth 2.0 for a RESTlet integrations, and using user credentials. For more information, see RESTlet Authentication.

CSV Imports Guide

In the CSV Imports Guide, you'll find information about the CSV import, the most common way to transfer small to medium-sized data sets from other applications into NetSuite. Learn details about importing CSV files with the Import Assistant, guidelines for CSV files, CSV import error messages, and other import and export options.

Importing CSV Files with the Import Assistant	Import CSV data to NetSuite in five steps with the Import Assistant. For more information, see Importing CSV Files with the Import Assistant.
Guidelines for CSV Import Files	Set up your CSV files and review their formatting to avoid errors and make sure your data imports correctly. For more information, see Guidelines for CSV Import Files.
CSV Import Error Messages	See some common CSV import errors, such as general, employee, or transaction errors, and how you can fix them. For more information, see CSV Import Error Messages.
Additional Import and Export Options	Learn about other ways to import and export data without the CSV Import Assistant, like importing from third-party software, exporting lists and reports, or extracting data from NetSuite. For more information, see Additional Import and Export Options.

Auditing and Data Management Guide

In the Auditing and Data Management Guide, you'll find information about tracking changes in NetSuite, internal controls, managing transactions, removing personal information, auditing data changes with searches, and avoiding duplicates.

Tracking Changes in NetSuite	Lean about auditing primary data and configuration changes in NetSuite, auditing account preferences, documenting changes, and enabling audits. For more information, see Tracking Changes in NetSuite.
Internal Controls in NetSuite	Lists internal controls that are readily available in NetSuite. Use this list a reference to help you build strong internal controls in your NetSuite setup. Find out more about standard internal controls and internal controls that require basic configuration, see Internal Controls in NetSuite.
Managing Transactions	NetSuite has features that let you record reasons for deleting transactions and view transaction history. For more information, see Managing Transactions
Personal Information (PI) Removal	Lets NetSuite users with the appropriate permissions to remove personal information from fields, records, and audit logs. To find out how to address privacy regulations related to data subject requests, see Personal Information (PI) Removal.
Auditing Data Changes using Searches	To track changes in NetSuite data, search system notes records. Learn how to search system notes, view audit trails for record types, search for deleted records, and understand the context for changes. See Auditing Data Changes using Searches.
Avoiding Duplicates	Avoid unintended duplicate entries in NetSuite. You can avoid duplicate transaction numbers, handle duplicate transaction number warnings, and use auto-generated numbering for transactions. You can also prevent duplicate processing of memorized transactions during bulk updates. For more information, see Avoiding Duplicates.

System Notes Guide

In the System Notes Guide, you'll find information about the NetSuite System Notes to help you track changes made to a record. Find out more about System Notes, System Notes v2, the System Notes v2 workbook, terminology, documentation, and comparison of System Notes and System Notes v2.

System Notes	The original NetSuite system notes track changes made to a record. These system notes are available for records or configuration settings with a System Notes subtab on the NetSuite page. For more information, see System Notes Overview.
System Notes v2	System Notes v2 captures detailed changes for supported records and groups them by high-level actions such as create, change, deleted, set, update, and unset. For more information, see System Notes v2 Overview.
System Notes v2 Workbook	Use the System Notes v2 workbook to analyze your data. You can create custom workbooks with charts, pivots, and tables to view configuration details in your account. For more information, see System Notes v2 Workbook.
System Notes Terminology and Documentation	See the terms used for system notes in NetSuite and documentation about auditing, system notes, and transaction history. For more information, see System Notes Terminology and System Notes Documentation.
Comparison of System Notes and System Notes v2	See the differences between System Notes and System Notes v2, separate systems for tracking changes made to NetSuite records. For more information, see System Notes and System Notes v2.

Cloud Infrastructure Guide

In the Cloud Infrastructure Guide, you'll find best practices for accessing NetSuite, supported cipher protocols, and more.

NetSuite Accounts in a Cloud Environment	NetSuite accounts are hosted in various data centers worldwide. It's important to use best practices for NetSuite account access. For more information, see Best Practices for Cloud Accounts.
NetSuite IP Addresses	Provides safer ways to access NetSuite than using IP address rules. For more information, see NetSuite IP Addresses.
Understanding NetSuite URLs	Make sure your NetSuite accounts and integrations aren't bound to a specific data center. For more information, see Understanding NetSuite URLs, URLs for Account-Specific Domains and Dynamic Discovery of URLs.
Supported TLS Protocol and Cipher Suites	See which versions of TLS and cipher suites are supported for different NetSuite services. For more information, see Supported TLS Protocol and Cipher Suites.
Secure HTTPS Outbound Communication and SSL Certificates	Find out where to buy SSL certificates and how to use them for secure outbound communication with NetSuite. See Secure HTTPS Outbound Communication and SSL Certificates.
VPN Configuration for User Access to NetSuite	Learn how to set up VPN access to NetSuite. For more information, see VPN Configuration for User Access to NetSuite.
Traffic Health	Helps you find data center-specific URLs in your account. For more information, see Traffic Health.

NetSuite Account Types Guide

In the NetSuite Account Types Guide, you'll find summaries of the different NetSuite account types, such as sandbox and development accounts.

NetSuite Sandbox	Use NetSuite sandbox accounts to test and train your employees on integrations and processes without affecting your production data. The sandbox data is a copy of your production data and you can refresh it to bring in new data and customizations. For more information, see NetSuite Sandbox.
NetSuite development Accounts	NetSuite development accounts provide a better experience for developing customizations. They never contain production data. This separation keeps your in-progress customizations safe and lets you control access to sensitive, restricted, and financial data. For more information, see NetSuite Development Accounts.

Application Performance Management Guide

In the Application Performance Management Guide, you'll find information about the Application Performance Management (APM) SuiteApp, which lets you monitor and manage NetSuite performance for business-critical operations.

Application Performance Management (APM)

Lets you see and manage how your NetSuite customizations and business-critical operations are performing. Use the Performance Health Dashboard to watch for issues, then investigate the performance of record pages, scripts, workflows, plug-ins, jobs handled by SuiteCloud Processors, SOAP and REST web services, saved searches, and RESTlet integrations with dedicated tools. For more information, see Application Performance Management (APM).

Optimizing System Performance Guide

In the Optimizing System Performance Guide, you'll find information about optimizing performance for users, troubleshooting performance issues, and best practices.

Optimizing Performance for Users	Helps administrators improve NetSuite performance and fix issues their users may experience. For more information, see Optimizing NetSuite Performance.
Troubleshooting Performance Issues	See specific troubleshooting issues and how to solve them. For more information, see Troubleshooting Performance Issues.
Performance Best Practices	Find best practices for troubleshooting, the SuiteApp Architectural Fundamentals & Examples (SAFE) Guide, SuiteCloud Plus, SOAP Web Services, CSV Import, SuiteBundler, SuiteScript, SuiteFlow, Customization, SuiteAnalytics Connect, and SuiteCommerce. For more information, see Performance Best Practices.

File Cabinet for Administrators Guide

In the File Cabinet for Administrators guide, you'll find information about common tasks for users with the Administrator role.

Making We Site Hosting Files Always Available	Learn how to use the Available Without Login and Company-Wide Usage boxes on file records to allow or restrict access to individual files. For more information, see Making Web Site Hosting Files Always Available.
Hiding Attachment Folders	Learn about the Hide Attachment Folders preference. For more information, see Hiding Attachment Folders.
Enabling the Use of Employee-Specific Expense Folders	Set up dedicated folders where employee expense report attachments are saved automatically. For more information, see Enabling the Use of Employee-Specific Expense Folders. Move existing attachments to the new folder structure, manage the Expense Report Attachments Tool, and schedule or cancel migrations. For more information, see Expense Report Attachments Migration Tool.
Uploading Your Logo	Upload your logo and use it on forms, your Site Builder website, and your SuiteCommerce (SC) or SuiteCommerce Advanced (SCA) websites. For more information, see Uploading Your Logo.