From cf86791ab34fda3cd6cff9b8a14366fa2f7dc58a Mon Sep 17 00:00:00 2001 From: "byrne.reese" Date: Thu, 26 Sep 2024 09:30:55 -0700 Subject: [PATCH] Added more notes about NetSuite permissions --- docs/crm/netsuite.md | 3 +++ docs/developers/advanced/openapi.md | 2 +- docs/{ => developers}/crm-server-openapi.json | 0 3 files changed, 4 insertions(+), 1 deletion(-) rename docs/{ => developers}/crm-server-openapi.json (100%) diff --git a/docs/crm/netsuite.md b/docs/crm/netsuite.md index 7496123a..f58fee30 100644 --- a/docs/crm/netsuite.md +++ b/docs/crm/netsuite.md @@ -52,6 +52,9 @@ For this extension to work, your NetSuite account admin needs to assign users wi | Setup | User Access Tokens | Full | | Transactions | Sales Order | Full | +!!! warning "Make sure Employee permission is set to View" + For security reasons, only an Administrator can edit Administrator records. As a result if you apply "Full" Employee permissons to a role, you may experience difficulty connecting the extension to NetSuite. + ## Install the Chrome/Edge extension If you have not already done so, begin by [installing the Unified CRM extension](../getting-started.md) from the Chrome web store. diff --git a/docs/developers/advanced/openapi.md b/docs/developers/advanced/openapi.md index 4726ed59..54857d93 100644 --- a/docs/developers/advanced/openapi.md +++ b/docs/developers/advanced/openapi.md @@ -40,4 +40,4 @@ The OpenAPI specification below defines the interfaces that a developer must imp As a user uses the Chrome extension, when a CRM-specific function is engaged, the Chrome extension will compose a request the corresponding adapter's endpoint implemented by that adapter's server. The server will perform the corresponding action in the associated CRM, and return results in a prescribed format so the Chrome extension can display the results of the user's action. -[:fontawesome-solid-download: Download OpenAPI spec](../../crm-server-openapi.json){ .md-button } +[:fontawesome-solid-download: Download OpenAPI spec](../crm-server-openapi.json){ .md-button } diff --git a/docs/crm-server-openapi.json b/docs/developers/crm-server-openapi.json similarity index 100% rename from docs/crm-server-openapi.json rename to docs/developers/crm-server-openapi.json