SSEO - How to Assign Profiles
Profiles identify which Matching Types users can view and log emails to. By default, the following Profiles will be included in your SuperSync Email for Outlook bundle (associated Matching Types as displayed as a sub-list of the Profile):
Covered in this article:
- Create a new SuperSync Email Profile
- Edit an existing SuperSync Email Profile
This process must be completed by a NetSuite Administrator.
| Matching Type | Sales | Support | Accounts Receivable | Accounts Payable | Purchasing | Projects | Administrator |
|---|---|---|---|---|---|---|---|
| Contacts | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Customers | ✔ | ✔ | ✔ | ✔ | ✔ | ||
| Leads | ✔ | ✔ | |||||
| Prospects | ✔ | ✔ | |||||
| Vendors | ✔ | ✔ | ✔ | ||||
| Partners | ✔ | ||||||
| Employees | ✔ | ✔ | ✔ | ✔ | ✔ | ||
| Projects | ✔ | ✔ | |||||
| Cases | ✔ | ✔ | |||||
| Opportunities | ✔ | ✔ | |||||
| Quotes | ✔ | ✔ | |||||
| Sales Orders | ✔ | ✔ | ✔ | ||||
| Invoices | ✔ | ✔ | ✔ | ||||
| Vendor Bills | ✔ | ✔ | ✔ | ||||
| Purchase Orders | ✔ | ✔ | ✔ | ||||
| Item Receipts | ✔ | ||||||
| Credit Memos | ✔ | ✔ | |||||
| Return Authorizations | ✔ | ✔ | |||||
| Vendor Return Authorizations | ✔ | ✔ | ✔ |
A profile is required in order to grant access to a user. When granting users access, select the desired profile to allow the user to utilize the selected Matching Types.
Create a new SuperSync Email Profile
1. Go to Customization → List, Records & Fields → Record Types, click on List to the right of the SuperSync Email Profile, click on New SuperSync Email Profile.
2. Complete Required Fields
Name: the title the Profile will appear as in NetSuite
Matching Types: select the Matching Types that this user will be able to view in their search results and log emails to
Edit an existing SuperSync Email Profile
1. Go to Customization → List, Records & Fields → Record Types, click on List to the right of the SuperSync Email Profile List, click on Edit.
2. Follow the steps above to modify desired fields.