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Permissions Required for Custom Roles in NetSuite Data Sources

Describes the custom role permissions needed in NetSuite to get the default set of tables from NetSuite into an Adaptive Insights NetSuite Data Source.

These permissions are only for the NetSuite data source in Integration. For NetSuite Basic permissions, go here.

When you create a custom NetSuite Web Services Only Role within NetSuite, this role typically needs a common set of permissions to get the default set of NetSuite tables, columns, records, and fields into Adaptive Insights.

Before You Begin

  • Log in to NetSuite as an admin
  • Understand what you need to load from NetSuite to Adaptive Insights for your organization

How to Edit Roles in NetSuite

  1. Log in to NetSuite as an administrator.
  2. Navigate to Setup > Users/Roles > Manage Roles.
    NetSuite - Setup - Users Roles - Manage Roles
  3. Click Edit for the role.
  4. Click Permissions at the bottom of the role page. The permission types appear as tabs.

NetSuite - Manage Roles - Edit Role - Permissions

Permissions for the Default Set of NetSuite Tables

Lists > Perform Search – FULL
Lists > Accounts – VIEW
Lists > Classes – VIEW
Lists > Customers – VIEW
Lists > Departments – VIEW
Lists > Employees – VIEW
Lists > Items – VIEW
Lists > Jobs – VIEW
Lists > Locations – VIEW
Lists > Projects – VIEW
Lists > Vendors – VIEW
Lists > Subsidiaries – VIEW (required for multiple subsidiaries)
Reports > Financial Statements – VIEW
Setup > Accounting Lists – VIEW
Setup > Deleted Records – FULL
Setup > Login using Access Tokens – FULL (required for NetSuite 2018.1 with token-based authentication)
Setup > User Access Tokens – FULL (required for NetSuite 2018.1 with token-based authentication)
Setup > Manage Accounting Periods – VIEW
Setup > Web Services – FULL
Transactions > Find Transactions – VIEW
Transactions > Each transaction type (e.g. Make Journal Entry, Opportunity, etc.) that you wish to process also needs to have its permission enabled for view access.

Permissions for Custom Fields

These permissions are only required to retrieve custom fields from NetSuite.

Setup > Custom Body Fields – VIEW
Setup > Custom Column Fields – VIEW
Setup > Custom Entity Fields – VIEW
Setup > Custom Event Fields – VIEW
Setup > Custom Item Fields – VIEW
Setup > Other Custom fields – VIEW

Permissions for Custom Records

This permission is only required to retrieve custom field records from NetSuite.

Setup > Custom Record Types – VIEW

 

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