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Activating Narrative Insights for External Roles in NetSuite

Learn to manage Narrative Insights settings for external roles and OCI credentials in NetSuite effectively.

·2 min read·5 views·View Oracle Docs

Starting with the ability to enhance data understanding, Narrative Insights in NetSuite utilizes generative AI to summarize key data points in reports and records. Administrators can manage these settings, including enabling the feature for external roles and configuring OCI credentials for extended usage.

Managing Narrative Insights in NetSuite

Narrative Insights is designed to provide users with concise summaries of data in supported reports, making it faster to assimilate critical information.

Disabling or Enabling Narrative Insights

Narrative Insights is active by default and is available in supported regions and languages. To manage this feature:

  1. Navigate to Setup > Company > AI > AI Preferences.
  2. Select the Narrative Insights subtab.
  3. To disable, clear the Enable Narrative Insights checkbox. To enable, check it.
  4. Click Save.

Enabling or Disabling Narrative Insights for External Roles

This configuration controls whether external role users can access Narrative Insights. By default, this is off to enhance security:

  • Supported external roles include Customer Center, Employee Center, and others.
  • To toggle this option, use the Enable Narrative Insights for External Roles checkbox in AI Preferences.

Enabling or Disabling OCI Credentials for Narrative Insights

Using OCI credentials allows Narrative Insights to function with unlimited usage through Oracle Cloud. Before enabling, complete OCI configuration:

  1. Go to Setup > Company > AI > AI Preferences.
  2. In the Narrative Insights subtab, manage the Use OCI Credentials for Narrative Insights setting.
  3. When enabled, usage shifts from the free pool to Oracle Cloud's unlimited resources.

Who This Affects

  • Administrators managing AI preferences.
  • External Roles like Customer Center and Partner Center.
  • Accountants and Analysts utilizing data summaries.

Key Takeaways

  • Narrative Insights aids in comprehending data quickly using AI-generated summaries.
  • Security configuration determines external user access to Narrative Insights.
  • OCI credentials allow unlimited AI usage through Oracle Cloud.

Administrators can adjust these settings from AI Preferences, tailoring access and resource usage to organizational needs.

Frequently Asked Questions (4)

Does enabling Narrative Insights for external roles affect existing user permissions?
Yes, enabling Narrative Insights for external roles grants specific external users access to insights that were previously restricted to internal roles. This change requires careful consideration of security and user permissions.
What external roles are eligible for accessing Narrative Insights once activated?
The following external roles can gain access to Narrative Insights: Customer Center, Employee Center, NetSuite Support Center, NetSuite Support Center (Basic), Online Form User, Partner Center, Shopper, and Vendor Center.
What are the steps to deactivate Narrative Insights access for external roles?
To deactivate access, navigate to Setup > Company > AI > AI Preferences, select the Narrative Insights subtab, clear the 'Enable Narrative Insights for External Roles' box, and click Save to apply the change.
Are there any recommended practices after enabling Narrative Insights for external roles?
It is recommended to regularly audit the external roles with access, communicate any changes to stakeholders, and provide training to external users to ensure they can effectively utilize the insights they gain.
Source: Enabling or Disabling Narrative Insights for External Roles — Oracle NetSuite Help Center. This article was generated from official Oracle documentation and enriched with additional context and best practices.

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