When Shogo is installed via the SuiteApp Marketplace, a User Role called "Shogo Web Services Role" (Shogo WS Role) is created in NetSuite. This user role has all the permissions required for the Shogo integration including permissions to create and update accounting entries posted by Shogo as well as permission to download the required accounting reference data from NetSuite into Shogo.
The Shogo WS Role can be associated with any NetSuite user which means that the Shogo integration doesn't require an additional NetSuite license. If/when the user associated with the Shogo WS Role is deactivated in NetSuite, the connection will need to be reestablished but no setup or accounting data will be lost.
In order to check to ensure your setup is properly using the Shogo WS Role, please follow these instructions in NetSuite:
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Navigate to: Setup > Integration > "Manage Integrations" |
On the "Access Tokens" screen, you should see a token name similar to the first row below: "Shogo - <username>, Shogo Web Services Role". The Role column should be set to "Shogo Web Services Role" as shown on the first row in green below. If you have more than one token like this, that is fine.
If you see a row similar to the second row in Red where Shogo is using the Administrator role, this means that Shogo has more permissions than it needs. Best practices dictate that all Shogo customers should use the Shogo WS Role as it was designed. If your setup is using the Administrator Role, please follow These Instructions to reconnect Shogo and NetSuite. You will not lose any configuration or mapping as long as you reconnect to the same NetSuite Company and Account.
While the Shogo WS Role is created automatically via the SuiteApp installation, the role can be modified by authorized NetSuite users. Here are the permissions that the Shogo WS Role should always have. Please note this screen shot includes future permissions such as Vendor Bills and Credits.
Shogo Web Services Role