Configure NetSuite role using existing default

NetSuite utilizes "roles" as a way to control permissions and access to the various parts of the account. In order to connect Modern Treasury to NetSuite, you need to create a role with the necessary permissions.

NetSuite accounts ship with some default roles, which make it easier to get started. This guide walks through using an existing, default role, making it easier to get set up. If you prefer to grant the minimal permissions, you can follow our other guide: Configure NetSuite role

Step 1. Duplicate Accountant Role

Navigate to Setup > Users/Roles > Manage Roles and locate the Accountant role. Typically it is the role with an ID of 1. In the Edit column, click Customize.

Step 2. Set name

We recommend using "Modern Treasury" and only using this role for the Modern Treasury integration.

Step 3. Allow access to subsidiaries or entities

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Subsidiaries vs. Entites

In some versions of NetSuite, they use "entity" in place of "subsidiary." You can treat the two interchangeably in this guide. We will import the necessary entities for you to later use subsidiaries in Modern Treasury.

To grant access, select the appropriate value under Subsidiary Restrictions or Entity Restrictions:

PermissionDescription
AllWill give access to all subsidiaries/entities.
ActiveWill give access to only active subsidiaries/entities.
User SubsidiaryWill give access to only the subsidiary/entity associated with the user.
SelectedWill give access to the specified subsidiaries/entities.

Step 4. Set permissions for chosen subsidiaries/entities

Under the Permissions > Lists tab, click Add to add the following permission:

PermissionLevel
SubsidiariesView

Step 5. Save the role

Click the Save button, and the role is now ready for use. You can now continue connecting NetSuite: Connect NetSuite


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