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.

This guide walks you through creating a role with only the necessary permissions to connect to Modern Treasury. If you prefer a quicker method, you can follow our guide using customized default roles: Configure NetSuite role using existing default

Navigate to Setup > Users/Roles > Manage Roles > New and set up the new role as follows:

Step 1. Name the role

Step 2. If applicable, under "Subsidiary Restrictions," select the subsidiaries to which you wish to grant Modern Treasury access. Below are some details on the options:

Step 3. Under the Permissions > Transactions, ensure that the following are selected with the correct level:

Step 4. Under the Permissions > Reports, ensure that the following are selected with the correct level:

Step 5. Under the Permissions > Lists, ensure that the following are selected with the correct level:

Step 6. Under the Permissions > Setup, ensure that the following are selected with the correct level:

Step 7. Save the role

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