Configuring custom roles for NetSuite
You use custom roles to limit access of the user that you want to use for the ReadSoft Online integration. We recommend creating a specific user for this purpose.
You must install the ReadSoft Online bundle before you perform these steps.
To apply the ReadSoft role to a user:
- In NetSuite, navigate to .
- Find the user that you want to use for the ReadSoft Online integration.
- Edit the user and select the Access tab.
- Select ReadSoft in the Role box and click Add.