Post-Onboarding Checklist (NetSuite)

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! for sandbox users, feel free to skip the steps that may not apply to your use case g rant permissions to ensure users can view and utilize the plugin, a netsuite administrator must grant them permission you can follow step 11 plugin access management docid\ erjjjpofeksemq4lsosvo and step 12 netsuite role permission setup docid 2brado338m1ocw0g1 wkz to enable permissions enable bank feeds 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 docid 1 53a2oyhcnagh9 zlnhu for instructions on how to set up your bank feeds