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 vendor payments, positive pay, cash management, and book 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 the installation 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 an 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 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 pay bills view (or higher) required to load bill payments in positive pay page of plugin transactions make journal entry create (or higher) required to transfer funds