)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Different external user types need access to different NetSuite data sets, but you want to avoid the complexity of managing multiple NetSuite roles and user accounts.
Here’s how to create sophisticated role-based report sharing through customized data views for different external user types.
Create role-based sharing using Coefficient
Coefficient enables sophisticated role-based NetSuite report sharing through flexible import configuration and field selection capabilities. You can create customized data views for different external user types without complex NetSuite role management while maintaining automated updates and scalable permission management.
How to make it work
Step 1. Define user roles and configure imports.
Create separate Coefficient imports for each external user role (investors, partners, vendors, customers) with role-specific field selection to ensure appropriate data exposure levels. Configure different filtering rules for each role type (customers see only their data, investors see summary metrics), and use Coefficient’s Records & Lists method for granular control over role-based data access.
Step 2. Set up automated role-specific updates.
Configure different automated refresh schedules based on role requirements (investors: weekly, partners: daily, vendors: monthly), and set timezone-based scheduling aligned with each user group’s business cycles. Apply consistent data formatting and presentation standards across all role-based shares, and maintain separate audit trails for each role-based sharing arrangement.
Step 3. Implement scalable permission management.
Use spreadsheet platform sharing to manage role-based access without NetSuite user provisioning, and create template-based sharing configurations that can be replicated for new users within each role. Implement group-based sharing for efficient management of multiple users within the same role, and use link-based sharing with role-appropriate expiration settings.
Step 4. Configure role-specific data examples.
Set up investors with summary financial metrics, KPI dashboards, and comparative performance data. Configure partners with joint project data, shared customer information, and collaborative performance metrics. Provide vendors with purchase order data, payment information, and performance scorecards, and give customers account-specific data, project status, and billing information.
Simplify external user management with role-based access
This approach eliminates the need for NetSuite system access while providing flexible data views that are easy to modify without system administrator involvement. You get cost-effective external access without additional NetSuite user licenses and simplified management through spreadsheet sharing. Create your role-based sharing system today.
