Create Emburse Professional User Roles in NetSuite for the Emburse NetSuite Integration

As part of the Emburse NetSuite Integration, Employee or Vendor records from NetSuite sync to Emburse Professional to create or modify user records. One of the fields that syncs is the Emburse Professional Role field. Because this field is not native to NetSuite, an Emburse Professional administrator must create a custom role field in NetSuite and assign it to the users who should sync to Emburse Professional.

Step 1: Create a Custom List

Create a custom list in NetSuite that contains the four Emburse Professional user roles: Employee, Manager, Executive, and Accountant.

1. Select Customization, then Lists, Records, & Fields, then Lists, then New.

   

2. In the Name field, enter “Emburse Professional Role.” Enter a brief description, then enter the following values in the Values field:
   • Employee
   • Manager
   • Executive
   • Accountant

   

3. Select Save.

Step 2: Apply the Custom List to a New Entity Field

Create an Entity field to associate the custom role values with employees or vendors in NetSuite.

1. Select Customization, then Lists, Records, & Fields, then Entity Fields, then New.

   

2. Enter the following information:
   • Label: Emburse Professional Role
   • Description: Enter a brief description
   • Type: Select List/Record
   • List/Record: Search for the “Emburse Professional Role” list you created in Step 1
3. On the Applies To tab, select the objects to which the field should apply.
   • If employees are entered as Employees in NetSuite, check the Employee box.
   • If employees are entered as Vendors in NetSuite, check the Vendor box.
   • If both Employee and Vendor records sync from NetSuite into Emburse Professional, select both options.

   

4. Select Save.

Step 3: Apply an Emburse Professional Role to Employees or Vendors in NetSuite

Assign an Emburse Professional role to each applicable employee or vendor in your NetSuite instance. The selected value syncs to Emburse Professional when the user record is created or updated.

1. Select Lists, then Employees.

   

   If employees are entered as Vendors in NetSuite, go to Lists, then Relationships, then Vendors.

   

2. Select Edit for the employee record you want to update.

   

3. On the employee record, scroll to the Custom section to view the Emburse Professional Role dropdown field.

   

The selected value syncs to Emburse Professional when the user record is created or updated.

To learn more about Emburse Professional user roles and their permissions, see Emburse Professional User Roles.