Manage permissions in NetSuite for CAM

Balasubramanian Mahadevan

Updated March 19, 2024 06:52

Set up permissions for non-administrators roles in NetSuite

Each non-administrator will be able to only access the NetSuite record types that their role permits. Not having adequate role permissions could lead to unwanted errors when executing the data flows. In order for the user to set up, run, and maintain integrations and integration apps with a non-administrator role, you need to provide controlled access using the Permissions option in NetSuite.

To set up controlled access permissions in NetSuite, select Setup > Users/Roles > Manage Roles. The Manage Roles page is displayed. Find the role for which you need to customize the permissions and click Customize. The Role page is displayed.

Install permissions

In the Permissions tab, ensure that the following permissions are enabled for the user:

Section	Permission	Level
Setup	WebServices	Full
Setup	SuiteScript	Full
Setup	SuiteBundler	Full

Operation permissions

In the Permissions tab, ensure that the following permissions are enabled for the user:

Section	Permission	Level
Setup	WebServices	Full
Setup	SuiteScript	View
Setup	SuiteScript Scheduling	Full
Setup	Custom Record Types	View
Setup	Custom Lists Note: Permissions needed to view the Match Method pie chart on the CAM Dashboard	Full Access
Lists	Accounts	View
Lists	Custom Record Entries	Edit
Lists	Customers	Edit
Lists	Documents and Files	Full
Lists	Subsidiaries	View
Lists	Perform Search	Full
Transactions	Make Journal Entry	Create
Transactions	Find Transaction	View
Transactions	Customer Deposits	Create
Transactions	Customer Payment	Create
Transactions	Credit Memo	View(Only if Credit Memo feature is needed)
Transactions	Invoice	Full