Setting Up the Integration User

To enable the integration with your Planning and Budgeting, you need to set up an integration user with proper permissions in NetSuite. You can assign the PBCS Integration role to an existing or new user, and use that user for the integration. If the PBCS Integration role does not provide sufficient permissions for your customization, you can clone the PBCS Integration role and assign your specific permissions to it.

For instructions, refer to the following help topics:

• Setting Up the Integration User Record

• Customizing the PBCS Integration Role

Note:

The PBCS Integration role, or your custom role in NetSuite, gives sufficient permissions only to the integration user. Your Planning and Budgeting roles and permissions are managed in your Planning and Budgeting environment.

Related Topics

• Setting Up NSPB Sync
• Setting Up a Password for File Encryption
• Setting Up Token-based Authentication
• Setting Up the Planning and Budgeting Connection
• Scheduling Script Deployments for NSPB Sync

General Notices