Dashboards and Tabs: New Features in NetSuite Administration

Starting with enhanced features, NetSuite introduces new dashboards and tabs that significantly improve user support and compliance management. This includes enhanced functionalities in the NetSuite 360 dashboard, financial management, and privacy compliance mechanisms, enabling an integrated approach to managing your account and ensuring compliance with necessary standards.

Key Dashboards

NetSuite includes several key dashboards:

• NetSuite 360 Dashboard: A central hub for managing support cases, issues, enhancements, and updating authorized support contacts. It also provides access to your NetSuite team representatives, allowing for quick communication.
• Financial Dashboard: This dashboard is critical for managing financial operations, allowing users to pay invoices, manage payment cards, and review transaction details.
• Advanced Customer Support Dashboard: A dedicated space for reviewing your Advanced Customer Support (ACS) cases and subscription details, facilitating better communication regarding service issues.
• Privacy and Compliance Dashboard: Provides essential compliance documents and tools, including the ability to view various subprocessor lists and create compliance requests. Notably, this includes the ability to request audit reports over multiple periods.
• Multi Language Support: Enhances support accessibility by offering case support in several languages, including English, Chinese, French, and more.

Privacy and Compliance Dashboard Overview

The Privacy and Compliance Dashboard is a notable feature that provides valuable access to compliance documentation. It contains tools such as:

• Privacy Compliance Request: View subprocessor lists and create compliance requests.
• Audit Report Request: Request available audit reports for detailed compliance audits.

Multi Language Support

Online case support is facilitated in multiple languages to aid users from various backgrounds in navigating their NetSuite experience effectively.

Note: Some languages currently have limited support, with certain forms only displaying in English.

Roles and Permissions

Access to these dashboards is role-based:

• NetSuite 360 Role: Allows access to the dashboard and support features but does not permit financial transaction capabilities.
• NetSuite 360 - Plus Financials Role: Includes all features of the NetSuite 360 role with additional permissions to manage financial transactions.

Key Functions of Each Role

• Users with the NetSuite 360 role can:

  • Manage support cases and authorized contacts.
  • Access training and subscription links for Advanced Customer Support and Learning Cloud Support.
  • Utilize the Multi Language Support resources.

• Users with the NetSuite 360 - Plus Financials role can:

  • Perform financial actions such as paying invoices or updating payment methods.
  • Access financial documents and manage billing requests.

Roles should be carefully assigned based on user needs, ensuring compliance with permissions.

Key Takeaways

• New dashboards improve user support and financial management in NetSuite.
• Privacy and compliance tools enhance compliance documentation and requests.
• Multiple language support aids non-English speaking users in accessing help.
• Role-based access secures important features for appropriate users.

Source: This article is based on Oracle's official NetSuite documentation.