Prerequisites
Ensure you have administrative access to NetSuite.
Step-by-Step Instructions
Search for ‘Manage Roles’:
In the NetSuite search bar, type ‘Manage Roles’ and press Enter.
Select ‘Page Manage Roles’ from the search results.
Create a New Role:
Click on ‘New Role’.
Under Name, type ‘ProcureDesk’.
Under Subsidiary Restrictions, select ‘All’.
Under Accounting Books, select ‘Primary’.
Configure Authentication:
Check the ‘Web Services Only Role’ checkbox.
Set ‘Duration of Trusted Device’ to 30 Days.
Assign Permissions:
Under Permissions > Transactions, select the required items and click ‘Add’.
Under Permissions > Reports, select the required items and click ‘Add’.
Under Permissions > Lists, select the required items and click ‘Add’.
Under Permissions > Setup, select the required items and click ‘Add’.
Save the Role:
Click on ‘Save’.
Assign the Role:
Search for the ProcureDesk User in your user list.
Assign them the ProcureDesk role you just created.