Setting Up the Integration User for Close Management and Consolidation Sync
To enable the integration with your Close Management and Consolidation, you need to set up an integration user with proper permissions in NetSuite. You can assign the FCCS Integration role to an existing or new user, and use that user for the integration. If you need to customize the FCCS Integration role to better suit your needs, you can assign your specific permissions to it.
For instructions, see the following help topics:
Note:
The FCCS Integration role, or your custom role in NetSuite, gives sufficient permissions only to the integration user. Your Close Management and Consolidation roles and permissions are managed in your Close Management and Consolidation environment.
Related Topics
- Close Management and Consolidation Sync Installation and Setup
- Required Features for Installing the Close Management and Consolidation Sync SuiteApp
- Installing the Close Management and Consolidation Sync SuiteApp
- Role Permissions for Close Management and Consolidation Sync Users
- Setting Up Token-based Authentication for Close Management and Consolidation Sync
- Setting Up the Connection to Financial Consolidation and Close
- Scheduling Script Deployments for Close Management and Consolidation Sync
- Close Management and Consolidation Sync Configuration Checklist
- Saved Searches for Close Management and Consolidation Sync
- Managing the Close Management and Consolidation Saved Searches
- Saved Search Settings in Close Management and Consolidation Sync
- Metadata Export to Financial Consolidation and Close
- Account Metadata Hierarchy in Close Management and Consolidation Sync
- Using SuiteAnalytics Datasets with Close Management and Consolidation Sync
- Managing Jobs in Close Management and Consolidation Sync
- Substitution Variables in Close Management and Consolidation Sync
- Integration Artifacts
- Portlets for Close Management and Consolidation Sync