Below are the steps to follow to set up the required permissions for the NetSuite connection.
Key Point! You will need to make sure that the user connecting from Kolleno settings is a member of a role with these permissions.
Step 1: In NetSuite, go to Setup > Roles > Manage Roles
Step 2: Search for the role name that you want to edit
Step 3: If your NetSuite user has ADMINISTRATOR rights, please go to Step 6. Otherwise, add the following permissions:
(a) In TRANSACTIONS select: Credit Memo, Customer Payment (Full), Deposit (Full), Find Transaction, Invoice
(b) In LISTS select: Contacts, Currency, Customers, Payment Methods, Perform Search
(c) In SETUP select: Advanced PDF/HTML Templates, Set Up Company, User Access Tokens
Please note "Advanced PDF/HTML Templates" is only needed for the old SuiteApp (pre-December 2023). From now on, to get the PDFs of the invoices the 'Lists -> Documents and Files' permission is required instead.
Step 4: In the section about SUBSIDIARY RESTRICTIONS, make sure to select ALL
Step 5: Save your changes
How to install the SuiteApp:
Please follow the article here