To grant a customer access to the Customer Center, an admin should access which part of the Customer Record?

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The correct answer is based on the functionalities available within the Customer Record in NetSuite. To grant a customer access to the Customer Center, the admin must navigate to the relevant subtab that handles user access and permissions.

The System Information Subtab contains data that is particularly related to the customer’s interaction with the system, including access levels. Within this area, the admin can provide an appropriate role that allows the customer the access privileges necessary to utilize the Customer Center. This capability is crucial for ensuring that customers can perform actions such as viewing transactions, updating their details, and more, through their designated portal.

While the General Information Tab contains vital details about the customer, it does not handle access permissions. Meanwhile, the Access Permissions Subtab is more focused on setting specific permissions instead of granting overall access. The Roles Management Tab, while relevant to user roles, is not specific to the Customer Record for granting access to the Customer Center directly. Therefore, the System Information Subtab is the correct location to manage such access effectively.

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