ANS-1848 · ROLES, PERMISSIONS & SECURITY
How to Set the Default Role for New Customer Center Users in NetSuite?
NetSuite administrators can configure a specific role to be automatically assigned when granting new customers access to the Customer Center.
Short answer
To set the default role for new customers accessing the Customer Center in NetSuite, navigate to Setup > Company > General Preferences. Within the General Preferences page, locate the 'Default Role for New Customers' field and select the desired role. This ensures consistency and streamlines the process of granting customer access.
Scenario
When granting customers access to the NetSuite Customer Center, organizations often need to ensure a specific role is assigned by default. Manually selecting the role for each new customer can be time-consuming and prone to inconsistencies, especially in environments with many customer accounts.
Solution
To configure the default role that is assigned when customers are given access to the Customer Center role, follow these steps:
Navigate to Setup > Company > General Preferences.
On the General Preferences page, locate the field labeled 'Default Role for New Customers'.
Select the desired role from the dropdown list in this field.Once configured, any new customer granted access to the Customer Center will automatically be assigned the selected default role.
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