Version: eXtendFiles 1.7.0 and above
Audience: Administrator
Overview
This article outlines the required NetSuite user role permissions needed to use eXtendFiles functionality within NetSuite.
Configuration
The following permissions must be enabled in the NetSuite user role assigned to users who will be accessing eXtendFiles:
Required Permissions
- Lists → Documents and Files → View
- Lists → Perform Search → View
- Lists → Custom Record Entries → View or higher
- Lists → Record Custom Field → View
- Setup → Custom Lists: View
- Custom Record → eXtendFiles → Create or higher or higher
Additional permissions will be required depending on where eXtendFiles is deployed. For example:
- Uploading eXtendFiles to a Sales Order record or a Customer record would require permissions to view the underlying record type
- Accessing a Custom Record or Custom List that is being used with eXtendFiles would require permissions to view the underlying record type
Setting Up Permissions
- Navigate to Setup → Users/Roles → Manage Roles
- Select the role you want to modify or create a new role
- Under the Permissions tab, enable the required permissions listed above
- Save the role
Verification
After configuring the permissions:
- Test eXtendFiles functionality using a user account with the updated role
- Potential features to test depending on the configuration of your environment:
- Standalone upload
- Inline upload
- Line level upload
Frequently Asked Questions (FAQs)
Q: What happens if a user doesn't have the correct permissions?
A: Users without proper permissions will receive an error message during certain operations in eXtendFiles.