NetSuite Payables: Grant users access to Payables custom fields

The Airwallex Payables bundle includes the Airwallex Payables Accountant role. It provides view-only access to Airwallex beneficiary details and Airwallex Connection V1 custom records.

Use this guide when users need to view these Payables fields and records while using an existing NetSuite role, such as your organisation’s Accountant role. You can add the required permissions to that role instead of asking users to switch roles.

Before you start

• Install the Airwallex Payables plugin.
• Sign in to NetSuite with permission to view and edit roles.
• Identify the existing role to which you want to add Payables permissions.

Compare permissions

1. Go to Setup > User/Roles > Show Role Differences.
   
   
    
2. Select your existing role, such as the system Accountant role, as the base role.
3. Select Airwallex Payables Accountant under Compare to.
   
   
    
4. Select Show.
5. Review the permissions included in the Airwallex Payables Accountant role that are missing from your existing role.
   
   

Add permissions to an existing role

1. In a separate browser tab, go to Setup > User/Roles > Manage Roles.
   
   
    
2. Find the role that you selected as the base role.
3. Select Customize or Edit.
4. Add the missing permissions identified in the comparison.
   
   
    
5. Select Save.

The Airwallex Payables Accountant role provides view-only access. Only grant edit permissions when they are required for your organisation’s workflow and access-control policy.