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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.”
Traditional NetSuite permission management requires extensive role configuration and often results in over-privileged access or complex role hierarchies that are difficult to maintain across finance and operations stakeholders.
Here’s how to simplify permission management by moving complexity from NetSuite’s role-based system to more flexible spreadsheet sharing controls.
Simplify access control with spreadsheet-level permissions using Coefficient
Coefficient simplifies NetSuite report permissions management across finance and operations stakeholders by moving permission complexity from NetSuite’s role-based system to more flexible spreadsheet sharing controls. Instead of managing complex NetSuite role permissions for different report access levels, use Coefficient’s OAuth connection configured once by NetSuite admin with spreadsheet-level sharing controls for granular access management in NetSuite .
How to make it work
Step 1. Configure OAuth connection once for simplified access.
Set up Coefficient’s OAuth connection with NetSuite administrator involvement only once, then manage all subsequent report access through spreadsheet-level sharing controls rather than creating multiple NetSuite roles with varying permission levels.
Step 2. Create department-specific workbooks with appropriate data.
Build separate Coefficient workbooks for finance and operations teams with appropriate NetSuite data imports, eliminating the need for complex NetSuite saved search permissions and role-based record access controls.
Step 3. Provide stakeholder-level customization through filtered views.
Give different stakeholder groups including executives, managers, and analysts appropriate levels of data detail through filtered spreadsheet views rather than creating multiple NetSuite roles with varying permission levels.
Step 4. Enable cross-departmental collaboration with controlled sharing.
Use controlled spreadsheet sharing to enable secure data sharing between finance and operations stakeholders without requiring broad NetSuite cross-departmental access permissions that create security risks.
Step 5. Maintain audit trails with spreadsheet version history.
Leverage spreadsheet version history and sharing logs for permission audit trails, reducing reliance on NetSuite’s access logging for reporting-specific permission tracking and compliance requirements.
Transform permission management into business-user control
This approach transforms permission management from a NetSuite administration burden into a flexible, business-user-controlled process while maintaining appropriate data security and access controls across finance and operations stakeholders. Simplify your permission management today.
