Dashboards Archives | FMT

Dashboards provide NetSuite users with access to real-time data in a centralized location.  Customized dashboards can be developed for specific roles within the company and published to employees who have access to that specific role. In our previous post, we took a detailed look at Creating Personalized Dashboards in NetSuite. Once your customized dashboards have been created, you can determine who has access to it. It is helpful for the various roles in an organization to have similar dashboards published so that users within that role have easy real-time access to the same data.  This will enhance the standardization of reporting throughout the organization. Who Can Publish a Dashboard? Administrators (Administrator, Marketing Administrators, Sales Administrators, etc.) or roles with the publish dashboard permission (set up subtab of role permissions) can publish the dashboards to specific roles. Publishing ability to various roles is based on the role center, such as accounting […]