Minimum Permissions (NetSuite)

there are two types of users that are required to use the plugin web service user this is a generic role designed for accessing and interacting with web services, including your bank plugin in netsuite it requires assignment of the bank integration web service role, to which access tokens are attached for both the web service user and the bank integration web service role while some opt to assign the bank integration web service role directly to a specific user, this poses a risk of access tokens becoming void if that user loses netsuite access or leaves the company to mitigate this risk, it's recommended to create a dedicated web services user with the bank integration web service role and assign access tokens to them, significantly reducing the risk of service disruption associated with assigning tokens to a specific user a/p and/or accounting user role role that uses the various plugin functions (bill payments, positive pay, balances & transactions, account transfers, etc ) to configure the appropriate role, navigate to setup > users/roles > manage roles then, click edit for the existing role you would like to setup, or click new role see below for the minimum permissions required for each type of 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 a/p and/or accountant user role permission type permission level detail custom record entity bank details (fi) view (or higher) required to view vendor banking information on the vendor record and within the entity bank details overview page lists documents and files view (or higher) required to access plugin pages lists accounts view (or higher) required to view accounts for various plugin functions lists currency view (or higher) required to view currencies for various plugin functions lists vendors view (or higher) required to load vendors bills on plugin payables pages lists employee record view (or higher) required to access payments history/employee expense reports pages lists customers view (or higher) required to load positive pay page of plugin lists subsidiaries view (or higher) required to load subsidiary related data on the plugin payables pages to be used as a customizable column or filter option setup suitescript view (or higher) required to load plugin pages setup suitescript scheduling full required to schedule payments setup accounting lists view (or higher) required to load vendorcategory data on plugin payable pages setup custom fields view (or higher) required to load custom fields on plugin payable pages to be used as a customizable column or filter option setup custom lists view (or higher) required to load the available payment methods from your bank on the plugin payable pages setup set up company full required for the entity bank details bundle users used for the ebd settings restlet to access the company information page optional, but ideal for certain filter options when customizing filters on pay vendor bills page transactions bills view (or higher) required to load bills on plugin payable pages transactions find transaction view (or higher) required to load bills on plugin payable pages transactions expense reports view (or higher) required to load expense reports on plugin payable pages transactions pay bills view (or higher) required to load bill payments in positive pay page of plugin transactions check view (or higher) required to load checks in positive pay page of plugin transactions make journal entry create (or higher) required to transfer funds transactions transfer funds view (or higher) required to transfer funds