Requesting a Release Preview Account in NetSuite

The Release Preview account allows administrators to test new features in NetSuite before they are rolled out to all users. This opt-in feature is crucial for organizations looking to familiarize themselves with upcoming changes and functionalities.

How to Request a Release Preview Account

To request a Release Preview account, an administrator can follow these steps:

1. Navigate to Setup > Company > Release Preview from either the production or sandbox account.

2. Click on Request Release Preview.

   Note: Use a specific sandbox account if you want to test the new release in that environment.

After submitting the request, administrators can monitor the status of their request through the Account Status and Account Notifications sections. Upon approval, email notifications will inform the administrators when the Release Preview account is ready for use.

Notifications for Release Preview

Administrators receive critical notifications related to the Release Preview, including reminders about upcoming releases and account upgrades. Additional in-account notifications can also be set up by administrators to ensure that all relevant personnel are kept informed about changes that could impact their business.

Important: Maintain an updated list of administrators to ensure they receive all notifications. Should any administrator opt out of receiving notifications, they must contact the account manager to re-subscribe.

Keeping administrators and other relevant staff informed about important updates such as service interruptions, feature releases, or legal changes ensures smoother operations within the organization. For a comprehensive management of these notifications, refer to the procedures for setting up administrative notifications.

Who This Affects

• Administrators: Responsible for opting in and managing the Release Preview accounts.
• IT Personnel: Need to be aware of changes that might affect system performance.
• Other Users: May benefit from being included in notification setups for critical updates.

Key Takeaways

• Release Preview allows testing of new NetSuite features.
• Administrators must opt in for the Release Preview via their account settings.
• Keeping administrator contact lists updated is essential for receiving important notifications.
• Notifications inform users of feature changes that may affect operations.