Version: eXtendFiles 1.8.7 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
  • Setup → Set Up Company: View (when using SharePoint/OneDrive with User Based Upload)
  • Custom Record → eXtendFiles → Create 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

  1. Navigate to Setup → Users/Roles → Manage Roles
  2. Select the role you want to modify or create a new role
  3. Under the Permissions tab, enable the required permissions listed above
  4. 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

Employee Center Role

When using an Employee Center role, NetSuite does not allow the Setup → Custom Lists: View permission to be added to the role or for making other permission additions. Because the File Type dropdown is a Custom List, this can cause a permission error when the user tries to open the File Type dropdown during Record (Body) Level Upload.

To use Record (Body) Level Upload with Employee Center roles, update the script deployment's permissions instead of the role's permissions.

Update script deployment permissions

  1. Go to Customization → Scripting → Script Deployments.
  2. Locate and edit the script deployment ID customdeploy_exend_files_suitelet_deploy.
  3. Update the Execute As Role setting to a custom role that includes the Setup → Custom Lists: View permission (and any other permissions needed for the use case).
  4. Save the deployment.
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Verify

  • Log in as an Employee Center user and open a record that has eXtendFiles Record (Body) Level Upload enabled.
  • Click into the File Type dropdown and confirm it loads without a permissions error.

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.

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