What is the first step in setting up a new role?

The first step in setting up a new role is to name the role. Naming the role is fundamental as it establishes the identity of the role within the NetSuite system. A clear and descriptive name helps users and administrators recognize the purpose of the role, which is essential for proper function and accountability within the organization's workflow.

Once the role is named, subsequent actions such as defining permissions, assigning forms, and reviewing user preferences can take place. However, having a designated name is crucial because it serves as a starting point for the role's overall configuration. It ensures that all stakeholders understand what the role is designed to accomplish within the broader context of the organization's processes.