Action<\/strong><\/td><\/tr>Lists<\/td> Classes<\/td> Edit<\/td> Full<\/td> Upgrade from Edit to Full<\/td><\/tr> Lists<\/td> Currency<\/td> None<\/td> View<\/td> Add permission at View level<\/td><\/tr> Lists<\/td> Custom Record Entries<\/td> None<\/td> View<\/td> Add permission at View level<\/td><\/tr> Lists<\/td> Customers<\/td> Edit<\/td> Full<\/td> Upgrade from Edit to Full<\/td><\/tr> Lists<\/td> Departments<\/td> Edit<\/td> Full<\/td> Upgrade from Edit to Full<\/td><\/tr> Lists<\/td> Locations<\/td> Edit<\/td> Full<\/td> Upgrade from Edit to Full<\/td><\/tr> Lists<\/td> Subsidiaries<\/td> None<\/td> View<\/td> Add permission at View level<\/td><\/tr> Setup<\/td> Access Token Management<\/td> None<\/td> Full<\/td> Add permission at Full level<\/td><\/tr> Setup<\/td> Custom Record Types<\/td> None<\/td> View<\/td> Add permission at View level<\/td><\/tr> Setup<\/td> Custom Segments<\/td> None<\/td> View<\/td> Add permission at View level<\/td><\/tr> Setup<\/td> SuiteScript<\/td> None<\/td> View<\/td> Add permission at View level<\/td><\/tr> Transactions<\/td> Journal Approval<\/td> None<\/td> Full<\/td> Add permission at Full level<\/td><\/tr> Transactions<\/td> Make Journal Entry<\/td> Edit<\/td> Full<\/td> Upgrade from Edit to Full<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\nSave the role and note the Role ID from the URL (e.g., …role.nl?id=1218 \u2192 Role ID: 1218).<\/li>\n<\/ol>\n\n\n\nOption B: Creating a Custom Role for Synder Integration<\/h3>\n\n\n\n\nNavigate to: Setup \u2192 Users\/Roles \u2192 Manage Roles \u2192 New<\/li>\n\n\n\n Create a new role with the following details:\n\nRole Name: Synder Integration Role<\/em><\/li>\n\n\n\nRole Type: Custom Role<\/em><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\nMain Role Settings<\/h3>\n\n\n\n <\/p>\n\n\n\nSetting<\/strong><\/td>Value<\/strong><\/td><\/tr>Core Administrative Permissions<\/td> Enabled<\/td><\/tr> Employee Restrictions<\/td> None<\/td><\/tr> Accessible Subsidiaries<\/td> All<\/td><\/tr> Cross-Subsidiary Record Viewing<\/td> Enabled<\/td><\/tr> Trusted Device Duration<\/td> Per-session<\/td><\/tr> Two-Factor Authentication<\/td> Disabled<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\nPermissions<\/h3>\n\n\n\n Below is a table of all permissions that Synder needs to operate.<\/p>\n\n\n\n
<\/p>\n\n\n\nSub-tab<\/strong><\/td>Permission Key<\/strong><\/td>Permission Level<\/strong><\/td>Notes \/ Purpose<\/strong><\/td><\/tr>Transactions<\/td> Find Transaction<\/strong><\/td>FULL<\/td> Full ability to find\/search transactions<\/td><\/tr> Transactions<\/td> Journal Approval<\/strong><\/td>FULL<\/td> Full authority to approve journals<\/td><\/tr> Transactions<\/td> Make Journal Entry<\/strong><\/td>FULL<\/td> Full authority to enter journals<\/td><\/tr> Transactions<\/td> Posting Period on Transactions<\/strong><\/td>FULL<\/td> Full authority to post accounting periods<\/td><\/tr> Reports<\/td> SuiteAnalytics Workbook<\/strong><\/td>EDIT<\/td> Can edit analytics reports<\/td><\/tr> Lists<\/td> Accounts<\/strong><\/td>EDIT<\/td> Can edit chart of accounts<\/td><\/tr> Lists<\/td> Classes<\/strong><\/td>EDIT<\/td> Can edit classification lists<\/td><\/tr> Lists<\/td> Contact-Subsidiary Relationship<\/strong><\/td>VIEW<\/td> Can view contacts across subsidiaries<\/td><\/tr> Lists<\/td> Contacts<\/strong><\/td>FULL<\/td> Full authority over contacts<\/td><\/tr> Lists<\/td> Currency<\/strong><\/td>VIEW<\/td> Can view currency list<\/td><\/tr> Lists<\/td> Customers<\/strong><\/td>FULL<\/td> Full access to customers\/jobs<\/td><\/tr> Lists<\/td> Departments<\/strong><\/td>EDIT<\/td> Can edit department list<\/td><\/tr> Lists<\/td> Documents and Files<\/strong><\/td>FULL<\/td> Full authority over file cabinet<\/td><\/tr> Lists<\/td> Entity-subsidiary relationship<\/strong><\/td>VIEW<\/td> Can view entity-subsidiary relationships<\/td><\/tr> Lists<\/td> Items<\/strong><\/td>EDIT<\/td> Can edit items (products, services)<\/td><\/tr> Lists<\/td> Locations<\/strong><\/td>EDIT<\/td> Can edit location list<\/td><\/tr> Lists<\/td> Other Names<\/strong><\/td>EDIT<\/td> Can edit \u201cOther Name\u201d entities<\/td><\/tr> Lists<\/td> Perform Search<\/strong><\/td>FULL<\/td> Full authority for searching across lists<\/td><\/tr> Lists<\/td> Subsidiaries<\/strong><\/td>VIEW<\/td> Can view subsidiaries<\/td><\/tr> Lists<\/td> Custom Record Entries<\/strong><\/td>VIEW<\/td> Can view custom segments<\/td><\/tr> Setup<\/td> Access Token Management<\/strong><\/td>FULL<\/td> Full control over OAuth tokens<\/td><\/tr> Setup<\/td> Accounting Lists<\/strong><\/td>EDIT<\/td> Can edit accounting-related lists<\/td><\/tr> Setup<\/td> Accounting Management<\/strong><\/td>EDIT<\/td> Can edit accounting setup<\/td><\/tr> Setup<\/td> Log in using Access Tokens<\/strong><\/td>FULL<\/td> Full authority to log in via OAuth<\/td><\/tr> Setup<\/td> REST Web Services<\/strong><\/td>FULL<\/td> Full authority to access REST web services<\/td><\/tr> Setup<\/td> SOAP Web Services<\/strong><\/td>FULL<\/td> Full authority to access SOAP-based web services<\/td><\/tr> Setup<\/td> Custom Record Types<\/strong><\/td>VIEW<\/td> View custom record types<\/td><\/tr> Setup<\/td> Custom Segments<\/strong><\/td>VIEW<\/td> View Custom segments<\/td><\/tr> Setup<\/td> SuiteScript<\/strong><\/td>VIEW<\/td> View custom segments setup<\/td><\/tr> Setup<\/td> Subsidiary Settings Manager<\/strong><\/td>VIEW<\/td> Can view subsidiary settings<\/td><\/tr> Custom Record<\/td> Select needed custom segments<\/td> FULL<\/td> Full access to custom records and custom segments<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n\nSave the role and note the Role ID from the URL (e.g., …role.nl?id=121 \u2192 Role ID: 121).<\/li>\n<\/ol>\n\n\n\nAssigning the Role to a User<\/h2>\n\n\n\n\nNavigate to: Setup \u2192 Users\/Roles \u2192 Manage Users<\/li>\n\n\n\n Assign the newly created custom role to the appropriate user account. This user needs to log in and perform the Synder authentication process.<\/li>\n<\/ol>\n\n\n\n