1. NetSuite Enterprise Performance Management
  2. NetSuite EPM Connector SuiteApp
  3. NetSuite EPM Connector Installation and Setup
  4. Role Permissions for NetSuite EPM Connector
  5. Customizing the NSEPM Implementer Role

Customizing the NSEPM Implementer Role

The NSEPM Implementer role is included in the installed SuiteApp and has all the necessary permissions to get you started. If you need to customize the NSEPM Implementer role to better suit your needs, you can assign your specific permissions to it.

Important:

The NSEPM Implementer role should not be cloned. A cloned role may not have access to all NetSuite EPM pages.

To customize the NSEPM Implementer role:

  1. In NetSuite, go to Setup > Users/Roles > Manage Roles.

  2. In the list of roles, click Edit next to the NSEPM Implementer role.

  3. On the Permissions subtab, add the required permissions one by one.

  4. If you are using a NetSuite OneWorld account, you need to add the following permissions in the Lists subtab:

    • Projects

    • Subsidiaries

  5. Click Save.

Tip:

The best practice is only to add the missing permissions and avoid removing any permissions.

Note:

If you remove a permission from the NSEPM Implementer role, your changes can be overridden with the next upgrade of your installed SuiteApp.

With every new version of the NetSuite EPM Connector SuiteApp, new permissions may be added to the NSEPM Implementer role.

Related Topics

General Notices