Introduction

ZoneCapture bundle uses the permissions list to handle correctly access to records related to configuring and processing of payments through Zone AP Payments.

The native NetSuite Administrator role has full access to the AP Payments functionality.

In this document, we will explain how to adjust the custom user roles.

Adjusting User Permissions (Manually)

Adjusting a user role in NetSuite begins with identifying the user role a specific user is using. To do this you should check the upper right corner of the NetSuite suite when the specific user is logged in. In this corner, the user role will be visible.

In the print screen, the user role is highlighted.

When the user role has been identified navigate in the main menu (as Administrator) to SETUP->USERS/ROLES->MANAGE ROLES. The page that opens will show all the user roles that are present in the NetSuite system. Locate in this list the specific user role and click on edit. If the user role does not contain an edit link, but only a customize link then the user role is a default role. 

When the user role is opened navigate to the tab PERMISSIONS->CUSTOM RECORD. Under custom record, you can add the needed permissions with the dropdown field. When specific permission has been chosen the level can be set.

Adjusting User Permissions (Comparison)

Zone AP Payments comes with a bundled user role called "ZC AP User". This user role contains all the permissions that are needed for a regular employee to configure and use Zone AP Payments.

This user role can be used to be compared against a custom user role and it will then highlight the differences. To start the comparison navigate in the main menu to SETUP->USERS/ROLES->SHOW ROLE DIFFERENCE. On the screen that opens select in the field “Base Role” your custom role and select in the “Compare To” field the user role named “ZC AP User" and press the grey button “Show”.

The next screen will show all the differences between the two selected roles. 

The permissions on your custom user role should be equal to or higher than the default provided user role.

An example of missing permissions is shown in the image above.

It indicates that the permission for the custom records for the custom user role is "None" and should be changed to a "Full".

Detailed guide for ZoneCapture permissions

Review the details below that will allow you to decide on which level the end users in your company needs the specific permissions to be set. If you would like to allow/ do not allow users to edit certain configuration options, then increase/decrease the level of permissions.