The instructions at https://appconnect.labs.ringcentral.com/crm/netsuite/ worked for our instance. Random notesRole: RingCentral Unified CRM Extension - Permissions The role shows Employee view permissions but the documentation does not. We have this set to None without issue. Notes Tab - we have Create instead of Full Opportunity & Sales Order - we have Edit instead of Full User Access Tokens - we have None instead of Full 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. Would anyone have suggestions?

Question

What should my NetSuite user permissions be?

Forum|Forum|5 months ago
September 30, 2025
5 replies
242 views

B

bllqnn
New Participant

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?

+1

ByrneReese
Product Manager
Forum|Forum|5 months ago
October 2, 2025

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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B

bllqnn
Author
New Participant
Forum|Forum|5 months ago
October 2, 2025

@ByrneReese

The short version is, a typical workflow in NetSuite CRM is to create a scheduled phone call for a future date, then when that future date arrives and we go to NetSuite dashboard, we see the call, open it, dial the number, then complete the NetSuite phone call.

The challenge is if I dial from the scheduled call, the RingCentral app will create a new phone call and then I have the original scheduled call plus the completed call from RingCentral.

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+1

ByrneReese
Product Manager
Forum|Forum|4 months ago
October 15, 2025

@bllqnn Thank you for sharing this use case, and thank you for sharing the video with me offline so I could see your workflow first-hand.

I will need to speak with the engineers - anything is possible TBH, but this is potentially tricky to build an abstraction around so that it could be handled by all CRMs equally and without having to hack the core code base. But that is a RingCentral problem to solve.

Let me look into this - I am not optimistic TBH, but let’s see.