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Box for Oracle NetSuite Bundle v2.0.7

Update/アップデート , GA/リリース済
Update
GA

This update to the Box for Oracle NetSuite Bundle contains an update to the script permissions, which require the NetSuite Admin to create and modify role and record type permissions to ensure the integration does not break.

Action is only required upon upgrade to v2.0.7 or later.

What’s changing?

The Script executioner role is now restricted to “Run as Current Role,” and each Access level to each of the custom records will be restricted to use custom record permissions, which now must be assigned to non-Admin roles.

What happens if the NetSuite Admin upgrades to v2.0.7 and does not take any other action?

Non-Admin Users will be unable to use the integration, and will receive a generic error message (see below):

 

What does the NetSuite Admin need to do?

The NetSuite Admin will need to assign the following Box permissions to the corresponding (recommended) Access Level to each custom record and to all non-Admin roles that need access to the integration:

Permissions

Minimum Recommended Access Level

Box Account Association

Create

Box Folder Collaborations

Full

Box Integration Config

View

Box Record Folder

Full

Box Record Type Config

Create

Box Type Folder

Full

 

For organizations that only have a few roles to update, follow steps below:

  1. Navigate to Setup » Users/Roles, then click Manage Roles.

  2. Click Edit on the Role you want to make changes to.

  3. Scroll down to Permissions, and select the Custom Record tab.

  4. Add each of the above Box Permissions and corresponding Access Levels. Leave the value in the Restrict column blank.

    1. Click Ok

  5. Once complete, click Save.

  6. Repeat for each Role

 

(see GIF below for an example of modifying a single role and Permission)

Option

For organizations with many roles to update, you can use the Mass Update Tool:

  1. Navigate to Lists » Mass Update » Mass Updates.

  2. Expand Roles & Permissions, and click Add/Edit Permission on Roles.

    1. (Optional) Rename the job in the “Title of Action” text box

    2. From the dropdowns, select the appropriate Box Permission, and corresponding Level.

    3. (Optional) Apply any necessary Filters, if you don’t want this applied to all roles.

  3. Click Preview.

  4. Click Perform Update.

  5. Repeat for each of the above Box Permissions and Access Levels.

(see GIF below for an example of modifying a single Permission)

Mass

If you have any questions, please file a ticket with our Box Support team.

 

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