---
title: "How to Assign Required Permissions to User Roles for 8x8 Integration for NetSuite"
slug: "how-to-assign-required-permissions-to-user-roles-for-8x8-integration"
updated: 2026-05-17T16:48:45Z
published: 2026-05-21T21:28:00Z
canonical: "help.8x8.com/how-to-assign-required-permissions-to-user-roles-for-8x8-integration"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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**. ![Manage Roles.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/27803)
4. Select the Role you want to manage.
5. Under *Permissions,* apply the following permissions: ![Permissions.png](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/27802)

| 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](/support/docs/how-to-check-which-role-is-currently-assigned-to-a-user-for-8x8-integration)
