Client Training Roles and Permissions (Continued)

During the initiate stage of an Anchor Group NetSuite implementation, there is a 2nd client training session dedicated to a deeper dive into the fundamentals of NetSuite administration. The primary focus is a deep dive into roles, permissions, centers, center tabs (navigation dropdowns), basic dashboards, and a handful of additional administrator tools to be aware of early in the implementation process. This isn't a robust training session but intended to be hyperfocused on common critical elements of NetSuite administration activities. 

a. Switching roles
b. Compare centers 
c. Create custom center tabs for custom navigation on roles (https://www.anchorgroup.tech/create-navigation-dropdown-tabs-in-netsuite)
d. User Preferences
e. Dashboard shortcuts
f. Show the client how roles & permissions work
g. Discuss why few should be administrators
h. What is your company structure today? (Client to provide subsidiary company structure map to Anchor Group)


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Anchor Group works on a time and material basis which means that you will be invoiced for the time actually consumed. This general estimate is based on the standard needs for the services described. Please reach out to your Anchor Group sales rep to make sure that each service item is correctly quoted for your specific use case. 

Typically these are some areas that impact the estimated level of effort in an engagement:

• Size of the business (either number of employees or the annual revenue)
• Industry 
• Complexity of your business processes in your industry
• How savvy are your employees and key stakeholders with ERP systems
  • Experience implementing ERP
  • Experience working in ERP
  • Ability to be curious and a self-learner when hitting roadblocks
• Number of NetSuite modules that need to be implemented
• How good your team is at providing detailed requirements
  • Include conditions for certain scenarios
  • Ability to know general technical architecture and flow of data
  • Ability to provide detailed process flow maps for visuals (we recommend using LucidChart for this)

Need Customizations?

•  Add to quote and provide additional requirements for customization needs during the process. 

Learn how to build your own quote!