SuperSync Files Permissions Settings

Overview 

This guide provides detailed instructions on configuring permissions settings for SuperSync Files within your NetSuite environment.

Prerequisites 

Step by Step Process 

  1. Navigate to SuperSync Files > Configs > Connections and select Record Type ConfigsA screenshot of a computer

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  2. Select the record you wish to edit or select New SSF | Record Type Config.

     

  3. Navigate to the Connection dropdown and select the connection you would like to configureA screenshot of a computer

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  4. Navigate to Record Type Select and select the record type this should apply to.
    NOTE - There are four options to choose from:
    - All Record Types - Applies configs to all record types
    - All Transaction Types - Applies configs to all transaction record types
    - All Entity Types - Applies configs to all entity record types
    - Any individual record type - Applies to the selected record typeA screenshot of a computer

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    NOTE - If there is a need for permissions to differ from the overall connection level, that can be accomplished via the Permissions sub-tab. Permission settings will overwrite the connection level settings. This is often used for confidential information for accounting, HR, etc.
  5. Select PermissionsA screenshot of a computer

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  6. Select Record Level Permissions Formula if a formula is needed to set permissionsA close-up of a computer screen

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  7. Edit permission settings and select the role it should apply to. You can apply to multiple rolls Ctrl + select. Select Add when completeA screenshot of a computer

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  8. Files Tab: Grants permission to see the SuperSync Files sub-tab on NetSuite records

    Upload: Grants permission to upload files

    Rename: Grants permission to rename files

    Move: Grants permission to move files

    Copy: Grants permission to copy files

    Download: Grants permission to download files

    Remove: Grants permission to remove files

    Create Folder: Grants permission to create folders

    Folder Delete: Grants permission to delete folders

    Open Online Link: Grants permission to open online links (Microsoft online files)

    Roles: Grants the above permissions to specific roles. If left blank the permissions are set for all rolesNOTE - Default settings for all of the above are set to "Yes" and applicable to all NetSuite roles.

  9. To assist with mass permission configuration, use the SuperSync Files Permissions Input Template to gather role requirements

Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.https://public.files.capacity.com/c0e8b617-7529-4e3a-b0ea-c50b97e7a02e/f0039a60-a588-4579-a42d-dd3e73b035cd?FU=1738093041


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