Hevo Role Permissions
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The permissions in NetSuite define the data and tasks you have access to. Each permission has different access levels such as VIEW, EDIT, and FULL. Permissions are associated with roles, and roles are assigned to users, who can be employees, vendors, partners, or customers.
Permissions are divided into five categories: Transactions, Reports, Lists, Setup, and Custom Records, based on the type of records they provide access to. For example, the permissions under the Lists category provides access to various lists, such as Employees, which contains the information of all the employees.
You need to provide the required permissions to the role that you created for Hevo in NetSuite, to ingest your data.
Refer to the tables below for the list of permissions along with the access levels that you need to grant to the Hevo role:
Some permissions might not be visible to you, depending on the products that are enabled in your NetSuite account.
Note: Hevo currently does not support permissions for the Custom Records type.
|Bill Purchase Orders||VIEW|
|Cash Sale Refund||VIEW|
|Invoice Sales Orders||VIEW|
|Sales Order Approval||VIEW|
|Set Up Budgets||VIEW|
|Vendor Bill Approval||VIEW|
|Vendor Prepayment Application||VIEW|
|Vendor Prepayment Approval||FULL|
|Sales Order Reports||VIEW|
|Accounts Payable Register||VIEW|
|Bank Account Registers||VIEW|
|Custom Record Entries||VIEW|
|Documents and Files||VIEW|
|Access Token Management||Full|
|Custom Body Fields||View|
|Custom Record Types||View|
|Log in using Access Tokens||Full|
|Manage Accounting Periods||View|
|REST Web Services||Full|
|SOAP Web Services||Full|
|User Access Tokens||Full|
Refer to the following table for the list of key updates made to this page:
|Date||Release||Description of Change|