How to Create a new Staff and/or Sales Rep in Netsuite

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description: >-
 Creating a new staff in NetSuite is needed if they need access to NetSuite
 and/or they need to be added as a Sales Rep.
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How to Create a new Staff and/or Sales Rep in Netsuite



From the Main Menu tabs, click on Lists > Employees > Employees > New



Fill out the required fields: 1. First and Last Name

Note: Job Title is optional but would be best practice to add. Supervisor is not mandatory.



Fill out the required fields: 2. Image

To add the Image, click on the + sign to add a new image



Select any stock photo you have on hand from the file upload menu.



Give your image a file name, then click on Save



Fill out the required fields: 3. Email

Put in the email address which you can get from their BaseCamp or Slack profile or provided by the requestor.



Fill out the required fields: 4. Phone Number

Put in the phone number. If unavailable, you can use a default (main office) or placeholder phone number (ex. 12345678)



Fill out the required fields: 5. Susidiary



Click on Human Resources

if creating a standard employee and NOT a Sales Rep, you can skip this part.



Put a tick mark on the Sales Rep box, just above Hire Date.



Review your work and click on Save on the top left corner of the page.

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