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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Auditors need specific NetSuite permissions to extract data independently, but setting up proper access without compromising security or requiring expensive user licenses can be tricky.
Here’s how to configure auditor roles that provide necessary data access while maintaining security controls and reducing IT overhead.
Create dedicated auditor roles with proper permissions using Coefficient
The key is setting up a specialized “Auditor” role in NetSuite that works with Coefficient’s API-based data extraction. This approach lets auditors access pre-configured data imports without needing full NetSuite system access or training.
How to make it work
Step 1. Configure core NetSuite permissions for the auditor role.
Create a custom role with SuiteAnalytics Workbook permissions for data access and REST Web Services access for API connectivity. Add view access to relevant record types like Transactions and Accounts, plus subsidiary and department access as needed for your audit scope.
Step 2. Set up OAuth 2.0 authentication for secure API connections.
Configure OAuth authentication support in the auditor role to enable secure API connections without password sharing. This creates a token-based system that provides time-limited access with proper audit trail documentation.
Step 3. Limit role permissions to audit-relevant data only.
Restrict the role to read-only access for required transaction and master data records. Avoid granting edit, delete, or create permissions to maintain security while providing comprehensive data extraction capabilities.
Step 4. Configure Coefficient imports with the auditor role.
Set up your data imports using the auditor role credentials. Once configured, auditors can refresh their data extracts through Coefficient’s interface without ongoing NetSuite system access, reducing IT support requirements.
Streamline auditor access without compromising security
Proper role configuration gives auditors independent data extraction capabilities while maintaining security controls and audit trail integrity. Set up your auditor permissions and reduce IT overhead during audit season.
