Customizing the FCCS Integration Role
The FCCS Integration role is included in the installed SuiteApp, and has all necessary permissions to get you started. If you need to customize the FCCS Integration role to better suit your needs, you can assign your specific permissions to it.
To customize the FCCS Integration role:
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In NetSuite, go to Setup > Users/Roles > Manage Roles.
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In the list of roles, click Edit next to the FCCS Integration role.
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On the Permissions subtab, add the permissions you require for your custom role one by one, including any of the following:
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To have access to employee metadata, click the Lists subtab, and add the Employee Record permission.
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To have access to record types, click the Custom Record subtab, and add all the required record types.
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Click Save.
The best practice is only to add the missing permissions and avoid removing any permissions.
Read the following details about managing permissions for the FCCS Integration role:
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If you remove a permission from the FCCS Integration role, your changes can be overridden with the next upgrade of your installed SuiteApp.
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With every new version of the Close Management and Consolidation Sync SuiteApp, new permissions may be added to the FCCS Integration role. If you are using a cloned or custom role, you should compare the permissions in your role with the permissions in the updated FCCS Integration role. To make sure the integration works properly for you, add the new permissions to the role you are using. For instructions, see Managing User Role Permissions.