Phase 1
Role Planning
Gather requirements and plan your security structure before creating any roles.
Role Planning Checklist
Start with Standard Roles
Review NetSuite's standard roles before creating custom ones. Many implementations can use standard roles with minor modifications.
Phase 2
Role Design
Design roles based on least-privilege principle.
Role Design Checklist
Phase 3
Permission Configuration
Configure detailed permissions for each role.
Permission Configuration Checklist
Never Grant Full Access Globally
Always start with minimal permissions and add as needed. Avoid granting "Full" permission level unless specifically required.
Phase 4
Testing
Test each role thoroughly before deployment.
Testing Checklist
Phase 5
Deployment
Deploy roles and assign to users.
Deployment Checklist
Phase 6
Ongoing Audit
Establish ongoing security review processes.