Assigning the Adi Insights Integration Role

After the bundle has been installed, ensure the Adi Insights Integration role is available to the user who will be setting up the integration.

To assign the Adi Insights Integration role:

  1. As an Administrator, go to List > Employees > Employees.

  2. Click Edit next to the name of the employee for whom you want to set up access.

  3. Click the Access tab.

  4. On the Roles subtab, assign the Adi Insights Integration role. NOTE: If you are using Infinet Cloud Payroll, add the Payroll Administrator-Unlocked role for ICS and ensure that all subsidiaries are selected.

    Assigning the Adi Insights role to a NetSuite user
  5. Click Add.

  6. Click Save.

To continue setting up WFM, see Deploying User Event Scripts in NetSuite.

General Notices