NetClose - Granting NetSuite access to your implementation consultant

Overview

Your Netgain implementation consultant needs access to both your NetSuite Sandbox and Production accounts for the length of your NetClose implementation. The consultant uses this access to:

• Configure NetClose system setup and module settings
• Upload your data during data migration (tasks, reconciliations, amortizations)
• Troubleshoot any issues that come up during implementation and user acceptance testing (UAT)

Administrator access is preferred because it gives full visibility into every area that may need review. If you can't grant Administrator access, the NetClose Administrator role works instead. NetClose installs this role by default, and it only gives access to NetClose records and features. It doesn't give access to financial statements or other areas of NetSuite outside NetClose.

Prerequisites

• You have your implementation consultant's full name and Netgain email address.
• You have permission to create employee records and assign roles in NetSuite.

Step-by-step process

Complete these steps in both your Sandbox and Production accounts.

1. Navigate to Lists > Employees > Employees > New. View full size
2. Enter the consultant's first and last Name and their Netgain Email address. View full size
3. Go to the Access subtab and check Give Access. View full size
4. Leave the password blank, as the consultant's login is just their NetSuite login.
5. In the Roles list, select Administrator. If you can't grant Administrator access and NetClose is already installed, select NetClose Administrator. View full size
6. Click Save.

Removing access after go-live

Access is only needed for the duration of implementation. Once implementation is complete, or at any time, you can revoke it:

1. Open the consultant's employee record and click Edit.
2. On the Access subtab, uncheck Give Access.
3. Click Save.

Repeat in both Sandbox and Production. If you'd like Netgain to keep access for post go-live support, talk to your consultant before removing it. You can also grant access again later for a support case - see NetClose - Providing Access to NetSuite Account for Support Cases.

Security and confidentiality

Data privacy and security are top priorities. Only authorized Netgain personnel access your account: your implementation consultant and, when an issue needs escalation, members of the Netgain support or development teams.

Your implementation consultant uses this access only for implementation work: system setup, data migration, and troubleshooting. Configuration changes and data uploads in Production happen only as part of the agreed implementation plan, and your team validates them during UAT before go-live.

You control access to your account at all times and can revoke access whenever you want. If you have questions or concerns about data security or privacy, contact Netgain directly.