Replacing admin User in NetSuite

Background:

Sometimes we have a new main System Administrator user in the company and you want to replace it with the old one Administrator.

What main steps needs to be taken in order to replace admins

1.       Add an 'Admin' role to the new admin user.

2.       Ask NetSuite account manager to update their records with the new admin(relevant for admin messages and certain approvals).

3.       Update the admin for emails: Set up -> Company -> Company information-> RETURN EMAIL ADDRESS.

4.       Inactive the old admin user (or you can leave it as is if he still works in the company)or change his permission accordingly.

5.       If you use the ‘Contract Renewal Module’ then,

Go to ‘Contract renewal’ -> Set up -> Contract Renewals Preferences -> Contract Renewals Creation -> ASSIGN TO EMPLOYEE / DEFAULT.

Note,

·         When you inactive an employee, the employee doesn’t disappear from the system rather is hidden from searches and is not available for choosing it in list fields.

·         All records the employee has connection to, such as searches and reports he created will still be available (although I recommend changing its Owner).

·         If you indeed inactive the employee, you should also update other relevant records, such as: If the employee is a supervisor of other employees, then update it with the new supervisor etc.