Overview
This article explains how to add, update, or remove eXtendPS-SE users to manage access to PromoStandards services in your NetSuite account.
Configuration
Add eXtendPS-SE User
- Go to eXtendTech → eXtendPS-SE → eXtendPS-SE Users.
- Click the New eXtendPS-SE Users button.
- Populate the following fields:
- eXtendPS-SE User Name – the username for API calls
- eXtendPS-SE Password – the password for API calls
- eXtendPS-SE Services – select the services to enable (e.g., Inventory, Order Status, Product Data)
- eXtendPS-SE Customer – controls accessible transaction information
- eXtendPS-SE User Name – the username for API calls
- Click Save.
- Send the username/password information to your customer.
Update eXtendPS-SE User
- Go to eXtendTech → eXtendPS-SE → eXtendPS-SE Users.
- Find and open the existing user in edit mode.
- Add/remove services in the EXTENDPS-SE SERVICES multi-select field or reset the password.
- Communicate the updates to the user.
Remove eXtendPS-SE User
To remove a user, either:
- Delete the eXtendPS-SE User record, or
- Mark it as inactive by checking the INACTIVE checkbox
Add or Update eXtendPS-SE Users using CSV Import
You can create or update eXtendPS-SE Users records using NetSuite's CSV import functionality:
- Import against the eXtendPS-SE Users custom record import type
- Refer to NetSuite's SuiteAnswers for CSV Import details
Frequently Asked Questions (FAQs)
Q: Can I create a saved search for eXtendPS-SE Users?
A: Yes, you can create saved searches for this record type as with any other custom record. A useful saved search could be all users configured for access to a particular service.
Q: How do I control what transaction information a user can access?
A: Select the appropriate eXtendPS-SE Customer when creating or editing the user. This determines which orders the user can query for services like Order Status.
Q: What happens if a user tries to access a service they're not enabled for?
A: Users won't be able to call a service for which they do not have access. Ensure you've selected all necessary services in the eXtendPS-SE Services field.