Version: All
Audience: Administrator

Prerequisites

Ensure the Token-based Authentication feature is enabled in your NetSuite account.

  1. Go to Setup → Company → Enable Features.
  2. Select the SuiteCloud subtab.
  3. In the Manage Authentication field group, confirm that Token-based authentication is enabled.
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Custom Roles

eXtendTech provides a custom role for bundles that require one. This role is configured with the minimum permissions required to run the features of the bundle.

We recommend creating a copy of this bundled role, using the format "YOUR COMPANY NAME - eXtendTech Bundle Role", and assigning this role to the user who will be creating access tokens.

Example: Company ABC - eXtendFiles Server User.

Bundle Name
Included Role
 eXtendFloorXL
 eXtendFloorXL Server User
 eXtendPS-SE
 eXtendPS-SE Server User
 eXtendWebApprovals
 eXtendWebApprovals Server User
 eXtendPresentation
 eXtendPresentation Server User

Integration Records for Applications to Use Token-Based Authentication

Each eXtendTech bundle that requires access tokens will include an integration record to be used during access token generation.

 Bundle Name
 Integration Name
 eXtendFloorXL
 eXtendFloorXL
 eXtendPS-SE
 eXtendTech Promo Standards API
 eXtendWebApprovals
 eXtendTech WebApprovals
 eXtendPresentation
 eXtendPresentation

Access Token Generation

  1. Assign the appropriate token-based authentication role to the user who will be used for access token generation.
  2. Create a new access token for the eXtendTech app/integration name which is being configured.
    1. See NetSuite’s SuiteAnswers Article ID 41898* for information on enabling Token Based Authentication.
    2. See NetSuite's SuiteAnswersArticle ID 41902* for steps to create a new Access Token.
* You must log in to NetSuite's SuiteAnswers to access the links above.