How do I allow non-Administrator roles to access the CertCapture buttons in NetSuite?

Overview

You would like to allow non-Administrator roles access the CertCapture buttons in NetSuite.  

Environment

NetSuite Basic
NetSuite OneWorld

Avalara CertCapture

Resolution

• Identify the ID of the user role by navigating to Setup > Integration > Web Services Preferences

  • Add the name of the user and the web services default role you wish to apply to that user.  

    • Look to the far right column and document the role ID

• Navigate to Customization > Scripting > Script Deployments 

  • Change filter type to Suitelet

  • Set Status to Released 

• Select each of the following scripts and click Edit

  • AVA_GetCertificatesStatus_Suitelet

  • AVA_GetCertificates_Suitelet

  • AVA_GetCertImage_Suitelet

• Click the Parameters tab 

  • Add the role IDs, each separated by comma, and Save

  • Highlight the name of the custom role and Administrator in the list of roles on the Audience tab and Save.

• Do this for each of the 3 scripts.

Note: These changes will not persist across bundle updates unless you explicitly set "Do Not Update Deployments" for each script in the Suitelet section of the Preview Bundle Update.

• Navigate to Customization > Scripting > Scripts
  • Filter by Type 'User Event'
  • Click "View" hyperlink for 'AVA_Customer_Certs' script (Do open in "Edit" mode)
  • Navigate to Deployment tab, click on 'Customer' hyperlink
  • Click Edit on the page 
  • Under 'Audience' tab select 'All Roles' checkbox and Save settings