ANS-1294 · ROLES, PERMISSIONS & SECURITY
How to Create a NetSuite Sandbox Login for Users?
Understand NetSuite sandbox user access, refresh options, and post-refresh access.
Short answer
NetSuite sandbox user access depends on refresh settings. During a refresh, administrators can choose to copy all production users or only the original admin. Post-refresh, administrators can grant access to additional users. Best practice suggests aligning sandbox users with production for consistency.
Scenario
Users may find that their access to a NetSuite sandbox environment is not immediately available after a refresh. This often occurs when specific user copying options were not selected during the sandbox refresh process, or if it was a new sandbox account where only the original administrator was initially copied.
Solution
The management of user access in a NetSuite sandbox environment is primarily determined during the sandbox refresh process and can be adjusted post-refresh.
Understand Sandbox Refresh Options
During a sandbox refresh, NetSuite provides options to copy users from the production account. Administrators can choose to copy all existing production account users (excluding Customer Center users) or, in some cases, only the original administrator, especially for new sandbox accounts.
Grant Post-Refresh Access
If specific users were not copied during the refresh, or if only the original administrator was copied by default, NetSuite administrators can grant access to other users after the refresh is complete. This involves navigating to the user's record in the sandbox account and assigning appropriate roles and permissions.
Best Practice
It is a best practice to ensure that user access and roles in the sandbox environment mirror those in the production account to facilitate accurate testing and development.
Expert NetSuite Support
Need help with this NetSuite issue?
Roles, Permissions & Security consulting and configuration support