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 customize the NSPB Integration role to better suit your needs, you can assign your specific permissions to it.
To customize the NSPB Integration role:
-
In NetSuite, go to Setup > Users/Roles > Manage Roles.
-
In the list of roles, click Edit next to the NSPB Integration role.
-
On the Permissions subtab, add the permissions you require for your custom role one by one, including any of the following:
-
To have access to employee metadata, click the Lists subtab, and add the Employee Record permission.
-
To have access to record types, click the Custom Record subtab, and add all the required record types.
-
-
Click Save.
Read the following details about managing permissions for the NSPB Integration role:
-
If you remove a permission from the NSPB Integration role, your changes can be overridden with the next upgrade of your installed SuiteApp.
-
With every new version of the Planning and Budgeting Sync SuiteApp, new permissions may be added to the NSPB 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 NSPB 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.