Creating or Customizing Roles to Use Transaction Email Capture
An administrator can create or customize roles for the Transaction Email Capture SuiteApp. For more information, see Assigning Roles to an Employee and Customizing or Creating NetSuite Roles.
By default, the following roles can access the Transaction Email Capture subtab in the vendor record:
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Administrator
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A/P Clerk
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CEO
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CFO
Other roles need the Vendor Bill Sender permission to access the subtab.
To grant the vendor bill sender permission to custom roles:
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Go to Setup > Users/Roles > Manage Roles.
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Click Edit next to the role you want to give access to the Transaction Email Capture subtab.
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On the Permissions subtab, go to the Custom Record subtab.
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From the Records list, select Vendor Bill Sender.
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In the Level column, select Full.
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To save the custom role record, click Save.
Additional Role Requirements
For processing vendor bill emails, the Transaction Email Capture SuiteApp supports Online Form User as the only external role. Assigning other external roles for this purpose isn't supported and can allow unintended users to access SuiteApp features and transactions.
The Transaction Email Capture SuiteApp also implements the Bill Capture split view, which displays an uploaded file next to the created bill. Roles that access this view require additional Bill Capture permissions. For more information, see Prerequisites for Bill Capture.