Step 14: NetSuite Role Permission Setup

if you receive an "insufficient permission" error or can't see all the accounts, it's because your netsuite user role does not have the correct permissions you'll need to update your permissions following these steps update role permissions the administrator has full access to the plugin features to set permissions for user roles, follow these steps go to manage roles go to setup → users/roles → manage roles on the manage roles page, click edit beside the role of choice add list permissions after selecting edit , go to permissions → list click the dropdown in the last row of the permissions table scroll through the list, or begin typing to find and select the following permissions accounts (level view) required to access the chart of accounts to fulfill the payment request currency (level view) required to load the table of open bills on the bill payments page customers (level view) required to load the positive pay page of the plugin documents and files (level view) required to access plugin pages and scripts to run and display the plugin vendors (level view) required to load vendor bills on the plugin pay page employee record (level view) required to view transactions on the bill history page and to load employee expense reports on the expense reports page subsidiaries (level view) required to add and view subsidiaries as a column option when customizing the pay vendor bills page add setup permissions next, click permissions → setup click the dropdown in the last row of the permissions table scroll through the list, or begin typing to find and select the following permissions accounting lists (level view) required to be able to use the pay bills page custom fields (level view) required to pull in custom fields from the bill record, which are then used for customizable columns on the pay vendor bills page this is necessary for the pay vendor bills page to load if a user has any customizations custom lists (level full) required to load the available payment methods from your bank on the pay page suitescript (level view) required to check if there are currently payments being processed suitescript scheduling (level full) required to schedule payments for processing select save grant view only access note this section is only applicable to permissions for pages under accounts payables (new) tab in the plugin by default, users with the permissions to the plugin suitelets have full access to create, edit, and manage data on the plugin pages if you need certain roles to have view only access (they can see data but cannot make changes), follow these additional steps supported pages payments users can see bills but cannot submit payments payment methods users can view vendor payment info but cannot edit expense reimbursements users can see reports but cannot process them configuration steps go to setup → users/roles → manage roles and open the role scroll to permissions tab → custom record subsection click add to add a new permission line in "record type", select the appropriate custom record record level page view only payments view payments view only pay methods view payment methods view only exp reimb view expense reimbursements set permission level to view (not create, edit, or full) note if you grant any other level (create, edit, or full), the plugin will provide full access to restrict access to view only, the permission level must be set to view repeat for additional pages if needed click save what changes view only users can view data, use filters, search, export view only users cannot submit payments, edit records, approve, or change data to remove view only access go to the role's permissions tab → custom record subsection find the view only custom record permission line change level from "view" to another level, or delete the line entirely click save