Step 12: NetSuite Role Permission Setup

if you receive the error insufficient permission or you cannot see all of the accounts in your netsuite environments, it means you do not have the correct netsuite permissions for all accounts please go through this step again the administrator has full access to the plugin features to set permissions for other roles, follow these steps select setup → users/roles → manage roles on the manage roles page, click “edit” beside the role of choice after selecting edit, go to the permissions tab → list tab click on the drop down in the last row of the permissions table scroll through the list, or begin typing to find the following permissions accounts – required to access the chart of accounts to fulfill the payment request (level view) currency – required in order to load the table of open bills on the bill payments page (level view) customers required to load positive pay page of plugin (level view) documents and files required to access plugin pages and scripts to run and display the plugin (level view) vendors required to load vendors bills on the plugin pay page (level view) employee record – required to view transactions on the bill history page and to load employee expense reports on the expense reports page (level view) subsidiaries required to add and view subsidiaries as a column option when customizing the pay vendor bills page (level view) next, click on the permissions tab → setup tab click on the drop down in the last row of the permissions table scroll through the list, or begin typing to find the following permissions accounting lists required to be able to use the pay bills page (level view) custom fields required to pull in custom fields on the bill record to be used as a part of customizable columns on the pay vendor bills page this permission is necessary for the pay vendor bills page to load if a user has any customizations (level view) custom lists – required to load the available payment methods from your bank on the pay page (level full) suitescript – required to check if there are currently payments processing (level view) suitescript scheduling – required to schedule payments for processing (level full) then, 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