Minimum Permissions (NetSuite)

to use the plugin, you'll need to set up two types of users a web service user and an a/p and/or accounting user web service user this is a generic role designed for accessing and interacting with web services, including your bank plugin in netsuite it requires assigning the bank integration web service role, to which access tokens are attached for both the web service user and the role itself while some users choose to assign the bank integration web service role directly to a specific person, this creates a risk if that user loses their netsuite access or leaves the company, the access tokens will become void to avoid this, we recommend creating a dedicated web services user and assigning the bank integration web service role and tokens to them this significantly reduces the risk of service disruption a/p and/or accounting user role this is the role for users who will be performing various plugin functions, such as bill payments, positive pay, balances & transactions, and account transfers configure user role to configure the appropriate role, navigate to setup > users/roles > manage roles then, click edit for the existing role you would like to set up, or click new role to create a new one see the section below for the minimum permissions required for each role bank integration web service role permission sub tab permission level detail transactions find transaction view (or higher) required to void erroneous payments transactions make journal entry create (or higher) required to void erroneous payments transactions pay bills view (or higher) required to void erroneous payments lists lists accounts documents and files view (or higher) view (or higher) required to load accounts in wizard for matching required to access plugin pages setup access token management full required to create and manage access tokens setup log in using access tokens full required to generate access token setup suitescript view (or higher) required to access custom scripts setup suitescript scheduling full required to schedule payments