1. NetSuite Enterprise Performance Management
  2. NetSuite Planning and Budgeting
  3. Planning and Budgeting Sync SuiteApp
  4. Planning and Budgeting Sync Installation and Setup
  5. Role Permissions for Planning and Budgeting Sync Users
  6. Setting Up the NSPB SuitePeople Integration Role with Planning and Budgeting Sync
  7. Assigning the NSPB SuitePeople Integration Role to a Planning and Budgeting Sync User

Assigning the NSPB SuitePeople Integration Role to a Planning and Budgeting Sync User

Using the Administrator role, you can assign the NSPB SuitePeople Integration role to users who should load NetSuite SuitePeople data into your Planning and Budgeting. You also need to set up the user properly in NetSuite.

To assign the NSPB SuitePeople Integration role to a user:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the employee to whom you want to assign the NSPB SuitePeople Integration role.

  3. In the Subsidiary field, select the top-level parent subsidiary.

    Note:

    The top-level parent subsidiary selection ensures that searches return all data. If you can't select the top-level parent subsidiary, go to Setup > Users/Roles > Manage Roles to customize the NSPB SuitePeople Integration role or your custom role, and select All in the Subsidiary Restrictions section.

  4. Click the Access subtab.

  5. In the Role column, select NSPB SuitePeople Integration, and then click Add.

  6. Click Save.

Related Topics

General Notices