SuperSync Files Permissions Settings

Overview 

This guide provides detailed instructions on configuring permissions settings for SuperSync Files within your NetSuite environment.

Prerequisites 

• SuperSync Files Bundle Installation
• SuperSync Files How to Create a Connection to SharePoint or SuperSync File Connecting to Google Drive
• NetSuite admin access

Step by Step Process 

1. In the top right corner, navigate to ... > SuperSync Files > Configs > Connections and select Record Type Configs
   
   
2. Select the record you wish to edit or select New SSF | Record Type Config. View full size

    

3. Navigate to the Connection dropdown and select the connection you would like to configure
   
   
4. Navigate to Record Type Select and select the record type this should apply to.
   NOTE - There are four options to choose from:
   - All Record Types - Applies configs to all record types
   - All Transaction Types - Applies configs to all transaction record types
   - All Entity Types - Applies configs to all entity record types
   - Any individual record type - Applies to the selected record type
   NOTE - If there is a need for permissions to differ from the overall connection level, that can be accomplished via the Permissions sub-tab. Permission settings will overwrite the connection level settings. This is often used for confidential information for accounting, HR, etc.
   
   
5. Select Permissions
   
   
6. Select Record Level Permissions Formula if a formula is needed to set permissions
   
   
7. Edit permission settings and select the role it should apply to. You can apply to multiple rolls Ctrl + select. Select Add when complete

Troubleshooting

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.