Question
What permissions are needed for the 8x8 Integration for NetSuite?
Applies To
- 8x8 Integration for NetSuite 3.1
Answer
To ensure full functionality, all user roles that will utilise the 8x8 Integration for NetSuite must be assigned a specific set of permissions within NetSuite.
To edit a user role's permissions:
- In NetSuite, navigate to Setup > Users/Roles > Manage Roles.
- Locate the relevant role and select Edit.
- On the role page, scroll down to the Permissions tab.
- Add or verify the following permissions, ensuring the 'Level' is set as specified.
| Permission Category | Permission | Level | Required |
|---|---|---|---|
| Transactions | Find Transaction | View | Allways |
| Reports | SuiteAnalytics Workbook | Edit | Allways |
| Lists | Custom Record Entries | View | Allways |
| Lists | Perform Search | Full | Allways |
| Lists | Phone Calls | Full | For Auto interaction log |
| Lists | Cases | View | For Search Type Case |
| Lists | Contacts | View | For Search Type Contact |
| Lists | Customers | View | For Search Type Customer, Lead, Prospect |
| Lists | Employees | View | For Search Type Employee |
| Lists | Employee Record | View | For Search Type Employee |
| Lists | Partners | View | For Search Type Partner |
| Lists | Vendors | View | For Search Type Vendors |
| Setup | Log in using OAuth 2.0 Access Tokens | Full | Allways |
| Setup | REST Web Services | Full | Allways |
Additional Information
For more detailed information on installing and configuring the integration, see the Install 8x8 Integration for NetSuite 3.1 guide.