The Scan & Capture SuiteApp instals an example user role that you can use to identify the minimal user permissions that a user role should have so the user is able to use the Scan & Capture SuiteApp in its full extent.
- NetSuite offers you an option to compare your custom user role with our default provided “Fast Four Scan & Capture” user role.
- To start this comparison you need to navigate to Setup> Users/Roles> Show Role Differences
How to identify and adjust the missing permissions (video)
- Select as the base role the example user role named “Fast Four Scan & Capture” and compare it to the user role that should be able to use the Scan&Capture SuiteApp.
- Press the button “Show” to see a list of differences.
- The permissions on your custom user-role should be equal or higher than the default provided user role.
- An example of missing permissions is shown in the image above.
- This indicates that the permission for the custom record ‘EFF_FW_ENV Var is for the custom user-role “None” and should be changed to a minimum permission value of “View”.
- When all permissions are equal or higher you must alter some script deployments what is explained in the next step.
This article describes the necessary role permissions required for a user to access the Scan & Capture pages from a role other than Administrator.
The default roles that offered by NetSuite always need to be copied before they can be modified or customised.
In most cases the role can be renamed by adding the company name to the role name. Eg. A/P Clerk would be copied to create a new role called Fast Four A/P Clerk.If you are working with the matching of Purchase Orders, the role also needs to have access to the Purchase Order information.