Question
What permissions are needed for the 8x8 Integration for NetSuite?
Applies To
8x8 Integration for NetSuite 3.1
Answer
To ensure full functionality, all user roles that will utilise the 8x8 Integration for NetSuite must be assigned a specific set of permissions within NetSuite. To edit a user role's permissions:
In NetSuite, navigate to Setup > Users/Roles > Manage Roles.
Locate the relevant role and select Edit.
On the role page, scroll down to the Permissions tab.
Add or verify the following permissions, ensuring the 'Level' is set as specified.
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 Search Type Case |
Lists | Contacts | View | For Search Type Contact |
Lists | Customers | View | For Search Type Customer, Lead, Prospect |
Lists | Employees | View | For Search Type Employee |
Lists | Employee Record | View | For Search Type Employee |
Lists | Partners | View | For Search Type Partner |
Lists | Vendors | View | For Search Type Vendors |
Setup | Log in using OAuth 2.0 Access Tokens | Full | Always |
Setup | REST Web Services | Full | Always |
Additional Information
For more detailed information on installing and configuring the integration, see the Install 8x8 Integration for NetSuite 3.1 guide.