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.
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:
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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 NSEPM Implementer role.
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On the Permissions subtab, add the required permissions one by one.
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If you are using a NetSuite OneWorld account, you need to add the following permissions in the Lists subtab:
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Projects
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Subsidiaries
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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 NSEPM Implementer role:
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If you remove a permission from the NSEPM Implementer role, your changes can be overridden with the next upgrade of your installed SuiteApp.
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With every new version of the NetSuite EPM Connector SuiteApp, new permissions may be added to the NSEPM Implementer role. If you are using a cloned or custom role, you should compare the permissions in your role with the permissions in the updated NSEPM Implementer role. Then, add the new permissions to the role you are using. For instructions, see Managing User Role Permissions.