NetSuite 360 Dashboard and Related Roles
Recently, NetSuite introduced NetSuite 360 which follows the NetSuite 360 Dashboard theme that was applied to other NetSuite records and transactions including items, projects, customers, and vendors.
NetSuite 360 replaces the legacy Account Center/Support Center, and it provides a self-service, consolidated dashboard where you can monitor your NetSuite account. With the 360 Dashboard, you can manage support cases, view and pay NetSuite invoices, access compliance reports, and more. NetSuite 360 is available at no cost to all US-based customers. In order for a user to access the 360 Dashboard, they must be assigned either the NetSuite 360 role or the NetSuite 360-Plus Financials role by a NetSuite Administrator. An overview of the NetSuite 360 Dashboard and abilities are provided below.
- The NetSuite Support Center and the NetSuite Support Center (Basic) roles are no longer available and have been replaced by the NetSuite 360 roles (NetSuite 360 role and the NetSuite 360-Plus Financials)
- The NetSuite 360 roles provide access to the 360 Dashboard and the roles must be assigned by a NetSuite Administrator.
- To access the 360 Dashboard in NetSuite, select the “Support” tab. On the next screen, select the “NetSuite 360” link.
The NetSuite 360 Dashboard (screen shot below) is a centralized location to:
- Review NetSuite Support Cases
- Advanced Customer Support (ACS) – Expand this section to view your detailed Advanced Customer Service (ACS) subscription information.
- Learning Cloud Support (LCS) – Expand this section to view your detailed Learning Cloud Support (LCS) subscription information. The following
Links are provided:- MyLearn Home Page.
- MyLearn Live Events.
- MyLearn Help and Support Page.
- NetSuite Events Webpage.
- Quick Access portlet – provides the following links:
- Contact Support– Learn how to contact NetSuite Support.
- View/Update Your Support Dashboard – The Support Dashboard lets you capture key account information that is then automatically available to Customer Support whenever you file a support case.
- Set Preferences – Adjust localization language, time zone, number formatting, appearance, transactions, issue notification settings, and other preferences for your account.
- Campaign Subscription Center – Select your NetSuite email subscriptions. To manage subscriptions to product updates and other NetSuite emails, a user must have Authorized Support Contact access.
- Authorized Support Contacts – Assign specific users as Authorized Support Contacts.
- Authorized Support Contacts are limited to a specific number (If you have basic support, the number of Authorized Support Contacts is 2).
- Note that several users can be set up as an Authorized Contact List, but only those users who are designated as “Authorized” will be identified as the Authorized Support Contact
- We highly recommend listing Meridian as an Authorized Contact because Meridian can create and submit a case on your behalf, and if needed, we can escalate within proper NetSuite channels.
- NetSuite Support cases can only be created and submitted by an authorized support contact.
- NetSuite Support will only work with people who are identified as an authorized user.
- SuiteIdeas – Vote for enhancements in NetSuite.
- NetSuite Community – Access the NetSuite Support Community for questions, best practices, and practical solutions from NetSuite experts.
We hope you enjoy the holidays including the new year. If you would like more information on NetSuite 360, reach out to your Meridian Business contact or email Meridian at mpower@meridianbusiness.com.
