How do we manage our users in NetSuite?

What are the different types of NetSuite user accounts?

There are three types of project user accounts in NetSuite:

1. CP – Project Specific Authorized User​
   • Full Access to financials and activities​
      
2. CP – Project Specific Non-Finance User​
   • Can only complete certain activities (for themselves and behalf of others) no access to financials​
      
3. CP – Project Specific Limited User​
   • Can only complete activities (for themselves) limited access to entire system​
   • Can process vendor Purchase Requests

How many user accounts can my project have in NetSuite?

Each project leader will be assigned a "CP – Project Specific Authorized User" role. The project can choose any user type for the second and third user accounts provided by Community Partners.

If you want more than three users, there may be an additional monthly licensing fee charged to your project. Please contact your client and grant Services Administrator if you have questions about adding additional users.

How do I change or add a new user in NetSuite?

To change an existing user or add a new user in NetSuite, please fill out the employee access form. In order to make edits to an existing user or add a new user, the project leader must submit the request.

Can two project members use the same login for NetSuite?

No, two project members cannot use the same login for NetSuite. NetSuite requires two-factor authentication to login which will prohibit project members from sharing accounts. NetSuite is based on licensed users and Community Partners' agreement with NetSuite states users are prohibited from sharing accounts. 

Can the CP – Project Specific Authorized User be given to someone other than the Project Leader listed on the Community Partners agreement?

Yes, the project specific authorized approver role can be given to anyone you want to be an approver in the system, or who needs access to financial reporting (even if they're not going to be an approver), provided you have enough licenses to add an additional user.