Create a NetSuite Role and User

A NetSuite role and user are required for the management of the integration. It is recommended to create a role and user specifically for the purpose of the Stax Bill integration with NetSuite.

Create a New Role

1. In NetSuite, on the top menu bar, navigate to Setup >Users/Roles >Manage Roles >New.
2. On the New Role page, enter a name for the role. It is recommended to use something like Stax Bill-<your company name> System Integration, for example, Stax Bill-Acme System Integration.
3. In the Subsidiary Restrictions field, click ALL. Note: If you do not have a subsidiary, this field will not appear.
4. Click Save.

Set Permissions for the New Role:

1. Navigate to the Permissions >Transactions tab and add the following permission with the Level set to Full. Click Add to add each permission.
   • Credit Memo
   • Customer Payment
   • Customer Refund
   • Find Transaction
   • Invoice
   • Make Journal Entry
   • Override Payment Hold
   • Sales Order
   • Timer

1. Navigate to the Permissions >Lists tab and add the following permissions with the Level set to Full. Click Add to add each permission.
   • Accounts
   • Classes
   • Contacts
   • Currency
   • Custom Record Entries
   • Customers
   • Documents and Files
   • Items
   • Locations
   • Tax Records

1. Navigate to Permissions >Setup tab and add the following permissions with the Level set to Full. Click Add to add each permission.
   • Custom Entity Field
   • Custom Record Type
   • Log in Using Access Tokens
   • SOAP Web Services

1. Navigate to Permissions >Custom Record tab and add the following permissions with the Level set to Full. Click Add to add each permission.
   • Stax Bill Account Info
   • Stax Bill Cust Billing Settings
   • Stax Bill Invoice
   • Stax Bill Subscription
   • Stax Bill Subscription Product

Now that a role has been created, you can create a user who can be assigned that role.

Create a New User

1. In NetSuite, on the top menu bar, navigate to Setup >Users/Roles >Manage Users >New. Note: User terminology may be called an employee entity.
2. On the New User page, enter a name for the User following the pattern Stax Bill-<your company name>. For example, Stax Bill-Acme.
3. In the Email | Phone | Address section, enter an email address. Stax Bill recommends using an email address that can be accessed or routed to multiple individuals.
4. In the Classification section, if applicable, ensure all Subsidiaries are selected.
5. On the lower menu bar, select the Access tab and select the Give Access checkbox.
6. In the Role section, from the dropdown menu, select the role you created above.
7. Click Save.