Role Permissions for Planning and Budgeting Sync Users
If you have the Administrator role, you can assign roles with specific permissions to new or existing users in NetSuite. Depending on tasks the users should perform, you can assign the following roles:
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NSPB Integration
You can assign the NSPB Integration role to a user that the Planning and Budgeting Sync SuiteApp will use to integrate with your Planning and Budgeting.
For information, see Setting Up the Integration User for Planning and Budgeting Sync.
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NSEPM Implementer
You can assign the NSEPM Implementer role to a user who should set up and configure the Planning and Budgeting Sync SuiteApp on a NetSuite account.
For information, see Setting Up the NSEPM Implementer Role with Planning and Budgeting Sync.
Related Topics
- Planning and Budgeting Sync Installation and Setup
- Required Features for Installing the Planning and Budgeting Sync SuiteApp
- Installing the Planning and Budgeting Sync SuiteApp
- Setting Up the Integration User for Planning and Budgeting Sync
- Setting Up Token-based Authentication for Planning and Budgeting Sync
- Setting Up the Connection to Planning and Budgeting
- Scheduling Script Deployments for Planning and Budgeting Sync
- Planning and Budgeting Sync Configuration Checklist
- Saved Searches for Planning and Budgeting Sync
- Managing the Planning and Budgeting Sync Saved Searches
- Saved Search Settings in Planning and Budgeting Sync
- Metadata Export in Planning and Budgeting Sync
- Account Metadata Hierarchy in Planning and Budgeting Sync
- Using SuiteAnalytics Datasets with Planning and Budgeting Sync
- Managing Jobs in Planning and Budgeting Sync
- Substitution Variables in Planning and Budgeting Sync
- Forms and Dashboards in Planning and Budgeting Sync
- Import/Export Configuration
- Integration Artifacts
- Planning and Budgeting Sync Portlets