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:

  1. In NetSuite, navigate to Setup > Users/Roles > Manage Users.
  2. Find the user that you want to use for the ReadSoft Online integration.
  3. Edit the user and select the Access tab.
  4. Select ReadSoft in the Role box and click Add.