This page describes the minimum permissions required to connect and sync a Routable workspace with a NetSuite company.
Subsidiary Restrictions Tab
If your NetSuite company has multiple subsidiaries, check Allow Cross-Subsidiary Record Viewing.
Permissions Tab
Subtab | Permission | Level |
Transactions | Bills | Full |
Customer Payment | Create | |
Find Transaction | View | |
Invoice | Full | |
Pay Bills | Full | |
Posting Period on Transactions | Edit | |
Reports | SuiteAnalytics Workbook | Edit |
Lists | Accounts | Create |
Currency | Edit | |
Documents and Files | Edit | |
Tax Records | Create | |
Vendors | Edit | |
Setup | Accounting Preferences | Full |
Custom Body Fields | View | |
Custom Column Fields | View | |
Custom Lists | View | |
Enable Features | Full | |
Log in using Access Tokens | Full | |
Manage Accounting Periods | Full | |
REST Web Services | Full | |
SOAP Web Services | Full | |
Set Up Company | View | |
Custom Record (If applicable) |
Custom Segments (Users must identify these themselves in the Record list) |
View |
If your NetSuite company uses any custom fields that reference a record type that is not listed in the rows above, the user must also add View permission to the unlisted record type. |
View |
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