Integration Role Permissions in OpenAir

Administrators can set up OpenAir integration roles with precise privileges. The integration role permissions are:

• View the NetSuite integration

• View and run the NetSuite integration

• View and edit the NetSuite integration settings

• Allow employee to export customers to NetSuite

• Allow employee to export invoices to NetSuite

• Allow employee to export Expense reports to NetSuite

• Allow employee to export project data to NetSuite

• Allow employee to export timesheets to NetSuite

• Allow employee to export recognition transactions to NetSuite

• Allow employee to export purchase requests to NetSuite

• Allow employee to view last NetSuite error on expense reports

• Allow employee to view last NetSuite error on invoices

• Allow employee to view last NetSuite error on timesheets

To create Integration User Roles in OpenAir

1. Go to Administration > Global Settings > Users > Roles.

2. Click the Create button and click Role under New.

3. Name the role, and select the role permissions this role will use. Integration role permissions are found under Integration.

4. Click Save or Save & create another.