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Understanding User License Types in NetSuite OpenAir

When setting up users in NetSuite OpenAir, administrators are not currently limited to only the number of T&E vs. Full user licenses as indicated in the contract. NetSuite OpenAir allows flexibility in user setup, and license type, in the event that you need to easily upgrade or downgrade a particular user without having to jump through hoops and wait for specific licenses to be provisioned.

Full Users vs. T&E Users

Quite simply, user license types are defined by modules to which a user has access. T&E users only have access to Account, Timesheets, and or Expenses. Full users have access to any module above and beyond these three. When setting up new users, you may want to set the default Application access to the T&E license type, so that you do not inadvertently exceed your license limit and add additional module access for users as necessary.

access control for a user in OpenAir

Identifying License Type Count

Running a Tabular User report will allow you to identify which users are currently set up as Full vs. T&E users. Having this information is helpful to mitigate any surprises when it comes time to renew NetSuite OpenAir so that unexpected costs are not encountered. It is recommended to monitor license types at least annually.

tabular user report showing which users are set up as full or t&e users
Need a quick way to easily identify who should have which access? Perhaps adding a custom checkbox on the user record will work for your organization. While this is an extra administrative component, having a field to indicate which license type each user should have, and ensuring that the fields sync up with the Application access, could be a great reporting option.

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