You may use the Celigo integrator.io Full Access role w/o 2FA role available in our Celigo integrator.io 20038 bundle to manage your integration application as a reference. This is a locked role and cannot be changed.
If you wish to customize the role or reuse an existing role, you may use the below-listed permissions to configure the custom role used to manage the integration application.
The custom role can be then used to set up a NetSuite connection.
The custom role is not required for all the business users creating or editing the records in NetSuite.
Permissions
Additional References
Transactions
| Permission | Level |
|---|---|
|
Credit Memo |
Edit |
|
Customer Deposit |
Edit |
|
Customer Payment |
Edit |
|
Customer Refund |
Edit |
|
Find Transaction |
Full |
|
Fulfill Orders |
View |
|
Invoice |
Edit |
|
Item Fulfillment |
Edit |
|
Opportunity |
Edit |
|
Estimate |
Edit |
|
Sales Order |
Full |
|
Adjust Inventory |
Full |
|
Cash Sale |
Edit |
|
Cash Sale Refund |
Edit |
|
Item Receipt |
Edit |
|
Return Authorization |
Edit |
|
Sales Order Approval |
Edit |
|
Return Auth. Approval |
Edit |
|
Refund Returns |
Edit |
Reports
| Permissions | Level |
|---|---|
|
SuiteAnalytics Workbook |
Edit |
Lists
| Permissions | Level |
|---|---|
|
Billing Schedules |
Edit |
|
Cases |
Edit |
|
Contact Roles |
View |
|
Contacts |
Edit |
|
Currency |
View |
|
Custom Record Entries |
Full |
|
Customers |
Edit |
|
Documents and Files |
Full |
|
Employee Record |
Edit |
|
Employees |
Edit |
|
Items |
Edit |
|
Locations |
Edit |
|
Notes Tab |
Edit |
|
Perform Search |
Full |
|
Project Tasks |
Full |
|
Projects |
Edit |
|
Sales Campaigns |
View |
|
Subsidiaries |
Full |
|
Track Messages |
Full |
|
Bins |
Edit |
|
Tax Records |
View |
|
Tax Schedules |
View |
|
Ship Items |
View |
Setup
| Permissions | Level |
|---|---|
|
Access Token Management |
Full |
|
Accounting Lists |
Edit |
|
Allow JS / HTML Uploads |
Full |
|
CRM Lists |
Full |
|
Custom Fields |
Full |
|
Custom Lists |
Full |
|
Custom Record Types |
Full |
|
Delete Event |
Full |
|
Set Up Company |
Full |
|
SuiteApp Marketplace |
Full |
|
SuiteBundler Audit Trail |
Full |
|
SuiteScript |
Full |
|
User Access Tokens |
Full |
|
Users & Passwords |
Full |
|
Web Services |
Full |
|
Accounting Preferences |
View |
Custom Record
| Permissions | Level |
|---|---|
|
Celigo SFDC Lookups |
View |
If you’re using the Contract Renewal Module you’ll need to provide the custom-record permissions
| Permissions | Level |
|---|---|
|
Contract Item |
Full |
|
Contract Renewal Preferences |
Full |
|
Contract |
Full |
|
Contract Renewal Action |
Full |
Forms
Enable the following forms for a role
- Transaction
- Item
- Custom Record
- Bill of Materials
- Time
- Entity
- CRM
- Other Record
- Inventory Detail
Preferences
| Permissions | Level |
|---|---|
|
Global Search Includes Transaction Numbers |
True |