Administrator Fundamentals
Learn core NetSuite administration skills.
What You'll Learn
This section teaches you how to:
| Topic | What You'll Be Able To Do |
|---|---|
| Account Setup | Configure company structure, subsidiaries, locations |
| Roles & Permissions | Control who can do what in NetSuite |
| Customization | Create custom fields, forms, records, menus |
| Dashboards | Build role-specific home pages |
| Data Management | Import data, maintain data quality |
| Security | Protect your NetSuite account |
Quick Navigation
Account & Roles
| Page | Learn To |
|---|---|
| Administrator Role Setup | Set up admin account properly |
| NetSuite Structure | Understand subsidiaries, departments, locations |
| Roles & Permissions | Control access to features |
Customization
| Page | Learn To |
|---|---|
| Custom Subtabs, Lists & Fields | Add fields to records |
| Custom Forms | Create simplified entry forms |
| Custom Records | Build your own record types |
| Custom Roles | Create job-specific roles |
| Centers & Tabs | Customize navigation menus |
Dashboards & Reporting
| Page | Learn To |
|---|---|
| Custom Dashboards | Build role-specific dashboards |
Data & Security
| Page | Learn To |
|---|---|
| Data Migration | Import data via CSV |
| Data Integrity | Keep data clean and accurate |
| Upgrade & Release Prep | Prepare for NetSuite updates |
| Security Considerations | Protect your account |
| SuiteApps & Resources | Install apps and find help |
Suggested Path
New to NetSuite Admin? Follow this order:
1. NetSuite Structure ← Understand the basics first
2. Administrator Role Setup ← Set up your admin account
3. Roles & Permissions ← Learn access control
4. Custom Fields & Forms ← Start customizing
5. Data Migration ← Import your data
Related Sections
- Users & Roles - Detailed user and role management
- Flow Process - Transaction flows and GL impacts