How do I create a NetSuite custom user role for Brex?
When using NetSuite, you have the option to create a custom user role within their platform to manage token creation for your NetSuite integration with Brex.
Step 1: Sign in to the NetSuite platform.
Step 2: In the main menu bar toward the top of the dashboard, click Setup > Users/Roles > Manage Roles > New or Search.
New takes you to the Role creation form in NetSuite.
Search takes you to your current company list and default role types. From here, you can edit or repurpose another role.
Step 3: In the Subsidiary Restrictions table, set Accessible Subsidiaries permissions to ALL.
Step 4: Click Permissions in the NetSuite Role creator page. In this table set, set the following criteria on the user profile:
Transactions
Permissions > Transactions > Make Journal Entry (Full)
Permissions > Transactions > Journal Approval (Full) – [Optional]
While this is optional, it’s useful in the event you have an internal JE approval process within NetSuite.
Lists
Permissions > Lists > Perform Search (Full)
Permissions > Lists > Accounts (View)
Permissions > Lists > Classes (View)
Permissions > Lists > Customers (View)
Permissions > Lists > Departments (View)
Permissions > Lists > Locations (View)
Permissions > Lists > Projects (View)
Permissions > Lists > Subsidiaries (View)
Permissions > Lists > Vendors (View)
Setup
Setup > Lists > Login using Access Tokens (Full)
Setup > Lists > SOAP Web Services (Full)
Setup > Lists > User Access Tokens (Full)
Step 5: Go to Permission > Setup > Custom Column Fields. Add the Custom Column Fields permission. Then, add the following:
Permissions > Setup > Custom Lists (View)
Permissions > Setup > Custom Segments (View)
Permissions > Setup > Custom Sublists (View)
Permissions > Lists > Custom Record Entries (View)
Once these permissions are selected and saved, your custom user role is ready for use in the NetSuite integration installation for Brex.