Role Permissions for Planning and Budgeting Sync Users

If you have the Administrator role, you can assign roles with specific permissions to new or existing users in NetSuite. Depending on tasks the users should perform, you can assign the following roles:

• NSPB Integration

  You can assign the NSPB Integration role to a user that the Planning and Budgeting Sync SuiteApp will use to integrate with your Planning and Budgeting.

  For information, see Setting Up the Integration User for Planning and Budgeting Sync.

• NSEPM Implementer

  You can assign the NSEPM Implementer role to a user who should set up and configure the Planning and Budgeting Sync SuiteApp on a NetSuite account.

  For information, see Setting Up the NSEPM Implementer Role with Planning and Budgeting Sync.

• NSPB SuitePeople Integration

  You can assign the NSPB SuitePeople Integration role to a user who should use saved searches to load NetSuite SuitePeople payroll data into your Planning and Budgeting.

  For information, see Setting Up the NSPB SuitePeople Integration Role with Planning and Budgeting Sync.

Related Topics

• Planning and Budgeting Sync Installation and Setup
• Required Features for Installing the Planning and Budgeting Sync SuiteApp
• Installing the Planning and Budgeting Sync SuiteApp
• Setting Up the Integration User for Planning and Budgeting Sync
• Setting Up Token-based Authentication for Planning and Budgeting Sync
• Setting Up the Connection to Planning and Budgeting
• Scheduling Script Deployments for Planning and Budgeting Sync
• Planning and Budgeting Sync Configuration Checklist
• Planning and Budgeting Sync Portlets

General Notices