Assigning the NSEPM Implementer Role to a Planning and Budgeting Sync User

Using the Administrator role, you can assign the NSEPM Implementer role to users who should set up and configure Planning and Budgeting Sync on NetSuite accounts.

To assign the NSEPM Implementer role to a user:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the employee to whom you want to assign the NSEPM Implementer role.

  3. Click the Access subtab.

  4. In the Role column, select NSEPM Implementer, and then click Add.

  5. Click Save.

Related Topics

General Notices