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“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.”
NetSuite’s employee record exports don’t include complete role assignment details, and CSV exports lack the relational context needed for comprehensive user permission analysis.
Here’s how to extract complete user role assignments in bulk with full organizational context for detailed analysis and reporting.
Import complete user-role data with organizational context using Coefficient
Coefficient provides direct access to Employee records with all role assignment fields, plus the ability to correlate this data with organizational structure that NetSuite and NetSuite native exports can’t deliver.
How to make it work
Step 1. Import Employee records with role assignment fields.
Use Records & Lists to import Employee records, selecting all role-related fields including primary roles, additional roles, and subsidiary access. The preview feature shows you exactly what data you’ll get before importing.
Step 2. Import Role records for detailed role information.
Create a separate import for Role records to get role names, descriptions, and permission details. This lets you correlate user assignments with actual role capabilities.
Step 3. Import organizational structure data.
Pull in Department, Location, and Subsidiary records to provide complete organizational context for role assignments. This shows how role assignments align with organizational structure.
Step 4. Create comprehensive user-role matrices.
Use VLOOKUP or INDEX/MATCH functions to combine user assignments with role details and organizational data. Create pivot tables to analyze role distribution across departments or subsidiaries.
Step 5. Set up automated refresh for ongoing analysis.
Configure daily or weekly refreshes to maintain current user role assignment data. The 100,000 row limit easily handles most enterprise implementations, and automated scheduling eliminates manual export processes.
Keep user access analysis current
The live data connection ensures your user role analysis reflects current NetSuite state while providing the comprehensive context that native exports can’t deliver. Start extracting your user role data today.
