From f62d3b824dc5db67a100955f2f55944c61cf6f31 Mon Sep 17 00:00:00 2001 From: "byrne.reese" Date: Mon, 30 Sep 2024 08:52:45 -0700 Subject: [PATCH] Updated docs on permissions --- docs/crm/netsuite.md | 4 +++- 1 file changed, 3 insertions(+), 1 deletion(-) diff --git a/docs/crm/netsuite.md b/docs/crm/netsuite.md index 68ca2198..cecf9538 100644 --- a/docs/crm/netsuite.md +++ b/docs/crm/netsuite.md @@ -24,6 +24,8 @@ Installing the app from the SuiteApp marketplace is a necessary step prior to in ## Setup roles and permissions in NetSuite +Upon installation of the SuiteApp, a role will be created automatically within your account called "RingCentral Unified CRM Extension." This role has been specially tuned to contain the bare minimum number access level to fully operate the Chrome extension. You can see a detailed list of permissions below if you would like to incorporate these permissions into a custom role of your own. + ### Turn on REST web services REST Web Services is default to be invisible. We'll need to turn on the feature so to make it selectable for roles. Here's how to do it: @@ -34,7 +36,7 @@ REST Web Services is default to be invisible. We'll need to turn on the feature ### Create role with required permissions -For this extension to work, your NetSuite account admin needs to assign users with the permissions below: +If you would like to create a custom role that includes the permissions necessary to allow this extension to operate fully, consult the table below. | Category | Permission | Level | | ------------ | ------------------------------------ | ----- |