Release Preview Access for Administrators in NetSuite

TL;DR Opening

Administrators in NetSuite can access the Release Preview account using the same URL as the production account (https://system.netsuite.com). This article details how to manage access for users and highlights important features of the Release Preview environment.

What is Release Preview Access?

The Release Preview account allows Administrators to test new features and updates before they are rolled out to the production environment. When a new release is scheduled, Administrators receive multiple notifications providing crucial upgrade details and access dates.

How to Access the Release Preview Account

The URL for accessing your Release Preview account is identical to that of your production account:

https://system.netsuite.com

You can also reach the Release Preview through the New Release portlet on your dashboard.

Logging into Release Preview

To access the Release Preview account:

1. Go to https://system.netsuite.com to log in.
2. Switch to the Release Preview Administrator role from the My Roles page where it is labeled as Release Preview.

Granting Access to Other Users

Users with the Administrator role can grant access to others by following these steps:

1. In the Release Preview account, navigate to Lists > Employees > Employees and click Edit next to the desired employee.
2. Under the Access subtab, clear the Give Access checkbox and save the record.
3. Edit the record again, check the Give Access box, fill in any required information, reassign roles, and save.
4. Instruct the user to log out and back in to access the Release Preview account.

Bulk Access with CSV Import Assistant

1. Create an Employee search for:
   • Internal ID
   • Give Access
2. Export to CSV and navigate to Setup > Import/Export > Import CSV Records.
3. Select Employees for Import Type and Record Type, upload the CSV file, choose Update in Data Handling, then map the fields before saving and running the import.

Removing Access from Users

To revoke access:

1. Log in to the Release Preview account as an Administrator.
2. Go to Lists > Employees > Employees, select the employee record, and uncheck Give Access before saving.

Accessing Release Preview via the New Release Portlet

From the New Release portlet:

1. Log in to your production account and locate the New Release portlet.
2. Click Release Preview Login once it becomes available.
3. Log in using your NetSuite credentials.

Adding the New Release Portlet to Your Dashboard

If you don’t see the New Release portlet:

1. Click Personalize on your homepage.
2. Select New Release from the Standard Content tab to add it.

Conclusion

Your Release Preview account offers a safe environment to test upcoming features and enhancements. Make sure to work within this account exclusively for testing purposes, as it operates independently of your production account.

Key Takeaways

• Administrators can access Release Preview at the same URL as production.
• Access management can be done individually or in bulk using CSV imports.
• The New Release portlet provides a streamlined way to access Release Preview.
• Always remember to log out and back in after granting user access.