Setting Up the NSEPM Implementer Role with Close Management and Consolidation Sync

If you have the Administrator role, you can assign the NSEPM Implementer role to a new or existing user in NetSuite. This role allows the user to perform the following tasks:

• Set up the connection to your Close Management and Consolidation environment

• Schedule the required Close Management and Consolidation Sync script deployments

• Perform all tasks at NetSuite EPM > Close Management and Consolidation

• Create and customize the saved searches that are predefined in Close Management and Consolidation Sync

• Create and customize the datasets that are predefined in Close Management and Consolidation Sync

For details about using the NSEPM Implementer role with the Close Management and Consolidation Sync SuiteApp, see the following help topics:

• For guidelines on using the NSEPM Implementer role, see Best Practices for Using the NSEPM Implementer Role with Close Management and Consolidation Sync.

• To assign the NSEPM Implementer role to a Close Management and Consolidation Sync user, see Assigning the NSEPM Implementer Role to a Close Management and Consolidation Sync User.

• To customize the NSEPM Implementer role to better suit your needs, see Customizing the NSEPM Implementer Role for Close Management and Consolidation Sync.

General Notices