Customizing the NSPB SuitePeople Integration Role for Planning and Budgeting Sync
The NSPB SuitePeople Integration role is included in the installed SuiteApp, and has all the necessary permissions to get you started. If you need to customize the role to better suit your needs, you can assign your specific permissions to it.
To customize the NSPB SuitePeople Integration role:
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In NetSuite, go to Setup > Users/Roles > Manage Roles.
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In the list of roles, click Customize next to the NSPB SuitePeople Integration role.
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On the Permissions subtab, add the required permissions.
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Click Save.
The best practice is only to add the missing permissions and avoid removing any permissions.
Read the following details about managing permissions for the NSPB SuitePeople Integration role:
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If you remove a permission from the NSPB SuitePeople Integration role, your changes can be overridden with the next upgrade of your installed SuiteApp.
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With every new version of the Planning and Budgeting Sync SuiteApp, new permissions may be added to the NSPB SuitePeople Integration role. If you're using a cloned or custom role, you should compare the permissions in your role with the permissions in the updated NSPB SuitePeople Integration role. To make sure the integration works properly for you, add the new permissions to the role you're using. For instructions, see Managing User Role Permissions.