Required NetSuite Role and Permissions

Before using NetSuite Connector for Outlook, contact your NetSuite Administrator and ensure that your NetSuite account has a role with the appropriate permissions. The following table lists the required permissions for the add-in to work properly.

Category	Permission	Access Level for Administrator User	Access Level for Standard User
Transactions	Find Transaction	View	View
Transactions	Opportunity	Edit	Edit
Reports	SuiteAnalytics Workbook	Edit	Edit
Lists	Calendar	Edit	Edit
Lists	Contact-Subsidiary relationship	View	View
Lists	Contacts	Edit	Edit
Lists	Customers	Edit	Edit
Lists	Documents and Files	Full	Full
Lists	Events	Create	Create
Lists	Track Messages	Create	Create
Lists	Employee Record -or- Employee Public Note: The required Employee permission depends on whether you have the Advanced Employee feature enabled in your NetSuite. If the Advanced Employee feature is enabled, you need to have View permission to Lists > Employee Public. If you do not use the Advanced Employee feature, you need to have View permission to Lists > Employee Record.	View	View
Lists	Employees	View	View
Lists	Subsidiaries	View - This permission is only needed for OneWorld accounts.	View - This permission is only needed for OneWorld accounts.
Setup	Custom Event Fields	Edit	Edit
Setup	Custom Fields	Edit	Edit
Setup	Custom Lists	Edit	Edit
Setup	Custom Sublists	Edit	Edit
Setup	Custom Subtabs	Edit	Edit
Setup	Log in using Access Tokens	Full	Full
Setup	REST Web Services	Full	Full
Setup	SOAP Web Services	Full	Full
Setup	User Access Tokens	Full	Full
Setup	Accounting Lists	View	View
Setup	CRM Lists	View	View
Setup	Log in using OAuth 2.0 Access Tokens	Full	Full
Setup	Manage own OAuth 2.0 Client Credentials certificates	Full	Not Required
Setup	OAuth 2.0 Authorized Applications Management	Full	Not Required
Custom Record	Enhanced Email Template	Edit/Full	View
Custom Record	Template Tag	Edit/Full	View
Custom Record	Template Group	Edit/Full	View
Custom Record	Outlook Connector Settings	Edit/Full	View

Your NetSuite role must have access to the NetSuite for Outlook integration features. Contact your NetSuite administrator for this access.

Important:

The Employee Record and Employees permissions are needed for Outlook data to sync to the proper NetSuite records. There may be sensitive information in Employee records that are commonly restricted to HR personnel. When creating a role with these permissions, your NetSuite Administrator needs to ensure that sensitive data is properly handled.

General Notices