Mastering Narrative Insights Activation for External Roles in NetSuite
Learn how to enable and manage Narrative Insights for users with external roles in NetSuite effectively.
NetSuite's Narrative Insights offers powerful analytical capabilities to enhance decision-making through data storytelling. By default, access to these insights is restricted to users with internal roles, serving as a security feature to protect sensitive information. However, certain scenarios may necessitate extending this functionality to users with external roles.
Understanding Narrative Insights Access
Before enabling Narrative Insights for external roles, it's critical to comprehend which roles could benefit from this access and the potential implications. Enabling this feature makes certain external users privy to insights that can drive productive discussions within customer service, support, or partner contexts.
Available External Roles
Upon activation, the following standard external roles gain access to Narrative Insights:
- Customer Center
- Employee Center
- NetSuite Support Center
- NetSuite Support Center (Basic)
- Online Form User
- Partner Center
- Shopper
- Vendor Center
Steps to Enable or Disable Narrative Insights
Activating or deactivating Narrative Insights for external users is a straightforward process in the NetSuite environment:
- Navigate to Setup > Company > AI > AI Preferences.
- Select the Narrative Insights subtab.
- Check the "Enable Narrative Insights for External Roles" box to activate insights for external roles, or clear the box to restrict access.
- Click Save to apply your changes.
Note: For security and data protection best practices, ensure you periodically review which roles truly require access, and adjust per organizational needs.
Best Practices
- Security First: Regularly audit external roles with access enabled to ensure they align with current business needs.
- Communicate Changes: Keep stakeholders informed about access modifications to Narrative Insights to prevent unauthorized use.
- Training: Provide training for external users to maximize the utility of insights they access.
Key Takeaways
- Narrative Insights can be extended to external NetSuite roles, pending activation.
- The feature is off by default for external roles due to security concerns.
- Roles such as Customer Center and Partner Center can access insights if enabled.
- Changes to Narrative Insights settings are made in the AI Preferences under Company setup.
- Regular audits and training sessions are recommended to maintain security and efficacy.