ANS-1261 · CUSTOMER & CRM RECORDS
How to Designate and Manage Authorized Contacts in NetSuite
Users can control who is authorized to contact NetSuite Support by configuring specific roles and navigating to the Account Center.
Short answer
To set Authorized Contacts in NetSuite, users must have the 'NetSuite Support Center' or 'NetSuite Support Center (Basic)' role. Navigate to the Support tab, then select the NetSuite Account Center link. From there, locate and click the 'Authorized Contact' link to manage designated support contacts.
Scenario
Organizations often need to control which individuals are permitted to contact NetSuite Support for assistance. This ensures that only designated personnel can open support cases or make inquiries on behalf of the company. Establishing authorized contacts is crucial for maintaining security and streamlined communication with NetSuite.
Solution
Ensure the user is assigned either the 'NetSuite Support Center' or 'NetSuite Support Center (Basic)' role. These roles are required to manage authorized contacts.
Navigate to the Support tab in NetSuite.
Click the NetSuite Account Center link, typically located on the left side of the page. This page may sometimes be referred to as 'NetSuite 360'.
Within the NetSuite Account Center, locate and click the Authorized Contact link. The specific portlet where this link resides may vary (e.g., 'Customer Center – Home Links portlet' or 'Quick Access portlet').
Expert NetSuite Support
Need help with this NetSuite issue?
Customer & CRM Records consulting and configuration support