Requirements for Using Token-based Authentication in Connect

Before you can use token-based authentication with Connect, you must complete several setup tasks. These tasks include the following:

• Enabled Features – The Token-based Authentication feature must be enabled. For more information, see Enable the Token-based Authentication Feature.

• Roles and Permissions – You must have assigned a user to a role that meets the following conditions:

  • Access requirements for accessing the NetSuite2.com data source. For more information, see Role and Permission Considerations for NetSuite2.com.

  • Permission to login by using token-based authentication. For more information, see Set Up Token-based Authentication Roles.

  • Permission to access SuiteAnalytics Connect. For more information, see Providing Users with SuiteAnalytics Connect Permissions.

• Integration Record – An integration record for the application must exist at Setup > Integration > Manage Integrations. On the integration record, the Token-based Authentication option must be checked. Ensure that the rest of options are not checked. For information about how to create an integration record, see Create Integration Records for Applications to Use TBA.

  Note:

  Ensure that you take note of the Consumer Key (client ID) and Consumer Secret (client secret) that appear on the confirmation page.

• Access Token – You must create a token and token secret for the user who will use TBA for accessing the Connect Service. For more information, see Access Token Management – Create and Assign a TBA Token and Manage TBA Tokens in the NetSuite UI.

  Note:

  Ensure that you take note of the Token ID and Token Secret that appear on the confirmation page.

General Notices