Welcome to Part 5 of this 5-part blog where I share my findings and tips on how to configure the integration between Netsuite and PBCS using the in-built adapter.
this final blog, I go through how you can give end users access to run
Part 1 - User based vs Token Based Authentication
Part 2 - Tips on setting up your Saved Search in Netsuite
Part 3 - Tips on setting up Data Management in Planning Cloud
Part 4 - How to
set up Drill through from Planning Cloud to Netsuite
In Data Management, go to Data Management > Security Settings.
Select Add and enter a prefix and suffix.
Note: there must not be any spaces in either the prefix or suffix
In my example, I’ve entered DM (for Data Management) and RunIntegration as the suffix:
Step 2 - Assign the Create Integration or Run Integration role to the group
In Access Control, you should now find your newly created groups (one for each location)
e.g. My location is called NS_PRD_TBLoad_***, so the group is called DM_NS_PRD_TBLoad_***_RunIntegration
Go to Assign Appilication Roles and find the group with the Data Management Location you want to give users access to. Assign either the Create Integration or Run Integration role to it.
Create Integration: Gives unrestricted access to Data Management including the Setup tab.
Run Integration: Executes load rules and views logs.
Step 3 - Assign users to the group
Go to Manage Groups and assign the users requiring access to the integrations in the same way as any other group.
These users will clearly also need to be in another group which controls their security for the rest of the application (if applicable) e.g. for dimensions, rules, task lists etc
And that's all there is to it!
As always, if you have any questions, drop them in the comments below.
Thanks for reading :)
Ciao for now!