What should my NetSuite user permissions be?

Question

The instructions at https://appconnect.labs.ringcentral.com/crm/netsuite/ worked for our instance.

Random notes

Role: RingCentral Unified CRM Extension - Permissions
1. The role shows Employee view permissions but the documentation does not. We have this set to None without issue.
2. Notes Tab - we have Create instead of Full
3. Opportunity & Sales Order - we have Edit instead of Full
4. User Access Tokens - we have None instead of Full
  1. Why would the role/user need “User Access Tokens”? I cannot find any use of a user access token for the uses I’ve created. 🤔
I’ve not been able to determine how to handle “scheduled phone calls”. Example: sales rep comes in today and has 30 calls scheduled. I cannot find a way where the rep opens the scheduled calls, has RingCentral dial the phone, and upon call disconnect RingCentral updates/completes the scheduled call.
1. Would anyone have suggestions?

ByrneReese · Answer

The documentation is accurate to the best of our knowledge. I will ask the engineer to assess whether or not more restrictive permissions would be ok -- as that is generally more desirable.

I am not sure what feature you are referring to by the “scheduled” calls feature. We are working on something along those lines, but that feature should not yet be public. Can you tell me more about where you are seeing/finding this?

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