NetSuite Changelog
BankingBankingRelease NotesNew FeatureAccounting

Brazil Banking Integration Roles and Permissions Management

Brazil Banking Integration requires specific roles and permissions to access its features efficiently, including A/P functions.

·3 min read·View Oracle Docs

The Brazil Banking Integration SuiteApp enables users to link their Brazilian bank accounts with NetSuite, facilitating financial transactions and management. To utilize these features effectively, specific permissions are essential for various user roles.

What Are the Custom Roles?

The Brazil Banking Integration SuiteApp introduces several custom roles tailored to the needs of users managing accounts payable in Brazil:

  • A/P Clerk for Banking Integration: This role is responsible for creating purchase transactions and processing accounts payable payments.
  • A/P Approver for Banking Integration: This role focuses on approving batches of accounts payable payments.

Important Consideration

While these custom roles come with the necessary permissions to perform their tasks, users integrating Brazil Banking with other SuiteApps may require additional permissions related to those SuiteApps.

Default Permissions for Standard Roles

The SuiteApp grants default permissions to standard roles as summarized below:

RoleSubtabPermissionAccess LevelDescription
AdministratorCustom RecordAccess Token for Banking IntegrationFullManage tokens for banking operations.
AdministratorCustom RecordAdditional Bank Account InformationFullManage extra information for bank accounts.
A/P Clerk for Banking IntegrationCustom RecordAdditional Bank Account InformationViewAccess additional bank account information.
AdministratorCustom RecordA/P Approval DecisionFullManage messages regarding approval statuses.
A/P Approver for Banking IntegrationCustom RecordA/P Approval DecisionFullManage messages related to payment approvals.
AdministratorCustom RecordA/P Approval LogFullAccess logs of the approval process.
A/P Approver for Banking IntegrationCustom RecordA/P Approval LogViewMonitor logs detailing the approval processes.

Permissions for Accessing Features

For users not in the roles of administrator, A/P clerk, or A/P approver, special permissions are required to access features within the Brazil Banking Integration SuiteApp. An administrator can grant these permissions. Here’s an overview of some key tasks and their associated permissions:

TaskSubtabPermissionMinimum Access Level
Create and edit bank account details recordsCustom RecordAdditional Bank Account InformationFull
Access bank recordsCustom RecordBankView
Manage bank account detailsCustom RecordBank Account DetailsFull
Setup payment methodCustom RecordBank Account Payment Method SetupFull
View integration preferencesCustom RecordBanking Integration PreferencesView
Process accounts receivable paymentsCustom RecordA/R Automation BatchFull

For a seamless experience with banking features, it’s essential that roles utilizing bank statement import capabilities also have the necessary permissions set for banking functionalities.

Frequently Asked Questions (4)

Are there any default permissions for the Administrator role in Brazil Banking Integration?
Yes, the Administrator role has full access to manage tokens for banking operations, additional information for bank accounts, A/P approval decisions, and access logs of the approval process.
What are the specific custom roles introduced in the Brazil Banking Integration SuiteApp?
The SuiteApp introduces 'A/P Clerk for Banking Integration' for creating purchase transactions and processing payments, and 'A/P Approver for Banking Integration' for approving batches of payments.
Do users need additional permissions to integrate Brazil Banking with other SuiteApps?
Yes, while Brazil Banking Integration roles have necessary permissions for their tasks, additional permissions may be required when integrating with other SuiteApps.
What permissions are required for users to manage bank account details records in Brazil Banking Integration?
To create and edit bank account details records, 'Additional Bank Account Information' with full access level is required.
Source: Roles and Permissions for Brazil Banking Integration — Oracle NetSuite Help Center. This article was generated from official Oracle documentation and enriched with additional context and best practices.

Was this article helpful?

More in Banking

View all Banking articles →