Step 12: 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 the permissions tab → list tab click the drop down 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 on the permissions tab → setup tab click the drop down 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 if you are using payables , you will also need to install and configure the entity bank details bundle and set the netsuite permissions required to allow selected roles to view and interact with the entity bank details tab if you are adding new users, make sure they have suitable permissions to access the entity bank details tab and information if you have already installed the entity bank details bundle and assigned the role permissions enabling the associated entity bank details suitelet, restlet and user event script deployments, refer to the following link to grant role based access to the entity bank details tab step 2d bundle access management custom records https //support fispan com/jpmorgan/entity bank details installation and set up#nmuxg if this is the intial installation, you can wait to install and configure the entity bank details bundle as described in the next step step 13 install entity bank details bundle docid\ momookthd1lz9q3e1w03h