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Configure NetSuite role

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:

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

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

PermissionLevel
CheckFull
Customer DepositFull
Find TransactionFull
Make Journal EntryFull

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

PermissionLevel
SuiteAnalytics WorkbookEdit
Transaction DetailView

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

PermissionLevel
AccountsFull
ClassesFull
CurrencyFull
CustomersFull
DepartmentsFull
Item CollectionFull
ItemsFull
LocationsFull
Subsidiaries (if enabled)View
VendorsFull

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

PermissionLevel
Accounting ListsView
REST Web ServicesFull

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


What’s Next