Guidelines for NetSuite Administrators

NetSuite account administrators are important contacts for NetSuite. For each account, users with the Administrator role:

• Oversee the initial implementation of the NetSuite application, including setup, security, user roles, and data migrations

• Configure and customize NetSuite, both for the initial NetSuite implementation and on an ongoing basis

• Manage the ongoing administration of the NetSuite application, including helping users and ensuring system health and performance

• Refresh sandbox accounts as required

• Manage NetSuite releases

Refer to the following sections for some of the key tasks performed by administrators:

• Set Up NetSuite

  • Account Setup

  • Security and Authentication Setup

  • Users, Roles, and Permissions Setup

  • System Integrations

  • Data Migrations

  • Customizations

  • Sandbox Management

• Maintain Your NetSuite Account

  • Help Users and Maintain User Access

  • Ensure System Health

• Customer-Scheduled Maintenance

• Get Ready for Your NetSuite Upgrade

  • Release Delivery

  • Release Preparation

For links to other NetSuite help topics for account administrators, see NetSuite Account Administration.

General Notices