How to Assign Required Permissions to User Roles for 8x8 Integration for NetSuite

Objective

For the 8x8 integration for NetSuite to work as expected, you must assign a specific set of permissions to user roles.  

Applies To

• 8x8 Integration for NetSuite

Procedure

 To set the correct permissions to user roles:  

1. Click Setup.

2. Select Users/Roles.

3. Select Manage Roles. 

4. Select the Role you want to manage.

5. Under Permissions, apply the following permissions:
          

   Permission category	Permission	Level	Required
   Transactions	Find Transaction	View	Always
   Reports	SuiteAnalytics Workbook	Edit	Always
   Lists	Custom Record Entries	View	Always
   Lists	Perform Search	Full	Always
   Lists	Phone Calls	Full	For Auto interaction log
   Lists	Cases	View	For the Case search type
   Lists	Contacts	View	For the Contact search type
   Lists	Customers	View	For the Customer, Lead, and Prospect search types
   Lists	Employees	View	For the Employees search type
   Lists	Employee Record	View	For the Employees search type
   Lists	Partners	View	For the Partner search type
   Lists	Vendors	View	For the Vendors search type
   Setup	Log in using OAuth 2.0 Access Tokens	Full	Always
   Setup	REST Web Services	Full	Always

       

Additional Information 

To find which Role is currently assigned to User, see the following article:

How to Check Which Role is Currently Assigned to a User for 8x8 Integration for NetSuite