Customizing the NSPB Integration Role
The NSPB Integration role is included in the installed SuiteApp, and has all necessary permissions to get you started. If you need to create a custom role to better suit your needs, clone the NSPB Integration role and assign your specific permissions to it.
To clone and customize the NSPB 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 Customize next to the NSPB 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.
With every new version of the Planning and Budgeting Sync SuiteApp, new permissions may be added to the NSPB Integration role. After you update your installed SuiteApp, you should go to Setup > Users/Roles > Show Role Differences, and compare the permissions you have in your custom role with the permissions in the updated NSPB Integration role. To make sure the integration works properly for you, add the new permissions to your custom role.