---
title: Post-Onboarding Checklist (NetSuite)
slug: citizens/post-onboarding-checklist-netsuite
description: Learn how to fully utilize a plugin with this step-by-step guide. Gain permission, install the Entity Bank Details bundle, enter bank details, enable Bank Feeds, and set default payment methods for streamlined workflow. 
docTags: bSho0M8HRjDvZq9EBIWDy
createdAt: 2023-04-25T23:03:33.000Z
---

You are almost ready to use the plugin. There are a few additional steps that are required in order to use the product at its full potential. Follow this flow to ensure you are not missing anything! 

:::hint{type="info"}
For Sandbox users, feel free to skip the steps that may not apply to your use case. We strongly recommend following the [Sandbox Checklist (NetSuite)](docId\:flxn47L2gBAjSYDeTBfs8).
:::

## 1. Grant Permissions

To ensure users can view and utilize the plugin, a NetSuite administrator must grant them permission. You can follow [Step 13: Plugin Access Management](docId\:PxVLTy9PB_c1VKblZMAxC) and [Step 14: NetSuite Role Permission Setup](docId\:xIMnc5g1uv-rNLC3rXLfd) to enable permissions.

## 2. Set Up Payee Payment Information Data 

If you do not already store your payee' bank account data within NetSuite, you will have to add it to make payments. [Payment Methods - New (NetSuite)](docId:38EeOS4yVZrtavj01JwwL) will walk you through how to successfully setup payee data into NetSuite via the plugin. 

In Sandbox, we recommend testing the import functionality with a few bank accounts to make test payments before trying this in production. 

## 3. Enable Bank Feeds

:::hint{type="info"}
For Sandbox users, please skip this step.
:::

The bank bundle adds support for Bank Feeds through a custom Connectivity Method, which allows transactions from your bank accounts to flow automatically into NetSuite's Match Bank Data module.

Please follow instructions on [Enabling Bank Feeds (NetSuite)](docId\:ITNk0F5EAss-Pxoemo55w) for instructions on how to set up your bank feeds.