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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.”
NetSuite data permissions are enforced at the API level and carry over to all external connections through role-based access controls, ensuring users can only access records, fields, and subsidiaries their NetSuite role permits.
Here’s what you need to know about how NetSuite permissions work with external reporting tools and how to configure access properly.
NetSuite permissions follow you everywhere
Coefficient inherits all NetSuite permission restrictions through API-level enforcement. If a user cannot view certain transaction types or customer records in NetSuite , those same restrictions apply when importing through any external tool, maintaining data security across all integrations.
How to make it work
Step 1. Understand record-level access inheritance.
Users can only import records they can view in NetSuite. If someone cannot access certain transaction types or customer records in NetSuite, those restrictions carry over to Coefficient’s Records & Lists imports and all other import methods.
Step 2. Check field-level security requirements.
Custom fields and standard fields with role restrictions remain inaccessible through any import method. Users will only see fields their NetSuite role permits, ensuring sensitive data like salary information or confidential customer details stay protected.
Step 3. Verify subsidiary and departmental access.
Multi-subsidiary environments maintain subsidiary access controls automatically. Users only see data from subsidiaries their role permits, and departmental or class-based restrictions are preserved across all import methods.
Step 4. Configure required permissions for integration.
Ensure users have SuiteAnalytics Workbook permissions, REST Web Services access, OAuth 2.0 authentication capabilities, and specific record type permissions for each data import they need to perform.
Maintain security while enabling external analytics
Create specific NetSuite roles for BI integration that include only necessary permissions for reporting purposes, maintaining data security while enabling external analytics capabilities. Start building secure external reporting workflows that respect your NetSuite permission structure.
