Coefficient requires specific NetSuite permissions and role configurations to enable subsidiary data access for Google Sheets integration, with particular attention to multi-entity organizational structures.
Here’s your comprehensive permission framework that ensures secure and compliant subsidiary data access while maintaining NetSuite’s built-in security controls.
Comprehensive permission framework for multi-entity access
This comprehensive permission framework ensures secure and compliant subsidiary data access while maintaining NetSuite’s built-in security controls through role-based access and administrative oversight.
How to make it work
Step 1. Configure core integration permissions.
Ensure SuiteAnalytics Workbook is enabled for all data access capabilities, REST Web Services enables API communication, OAuth 2.0 Authentication allows secure token-based connection, and RESTlet Script Execution permits Coefficient’s script to run with proper permissions.
Step 2. Set up subsidiary-specific permissions.
User roles must have access to specific subsidiaries, Multi-Subsidiary View is required for cross-subsidiary reporting and analysis, Department/Location Access provides additional permissions for organizational hierarchy, and Currency Permissions enable access to subsidiary-specific currency data.
Step 3. Complete administrative setup requirements.
NetSuite Admin Role is required for initial OAuth configuration and RESTlet deployment, Integration Management provides permissions to configure external URL and authentication settings, and Role Assignment enables assigning appropriate permissions to end users.
Step 4. Implement subsidiary data access configuration.
Users can only access subsidiary data they’re permitted to view in NetSuite, Coefficient inherits and respects existing NetSuite security model with no elevation of permissions, consolidated reporting imports data across multiple subsidiaries, and subsidiary filtering enables filtering by specific subsidiary combinations.
Secure your subsidiary data access today
Implementation best practices include regular permission auditing, monitoring cross-subsidiary data access patterns, compliance verification for subsidiary data sharing, and maintaining audit trails in NetSuite system logs. Configure your secure subsidiary data access now.