Skip to content

Commit

Permalink
Merge branch 'main' of github.com:ringcentral/rc-unified-crm-extension
Browse files Browse the repository at this point in the history
  • Loading branch information
DaKingKong committed Oct 21, 2024
2 parents bcce1fa + 07312bf commit 8e3cc1d
Showing 1 changed file with 11 additions and 1 deletion.
12 changes: 11 additions & 1 deletion docs/crm/netsuite.md
Original file line number Diff line number Diff line change
Expand Up @@ -26,7 +26,17 @@ Installing the app from the SuiteApp marketplace is a necessary step prior to in

Upon installation of the SuiteApp, a role will be created automatically within your account called "RingCentral Unified CRM Extension." This role has been specially tuned to contain the bare minimum number access level to fully operate the Chrome extension. You can see a detailed list of permissions below if you would like to incorporate these permissions into a custom role of your own.

Note: This role is locked by default and cannot be edited. If you wish to make modifications, you may duplicate the role by clicking on "Customize."
### For Non-OneWorld License Account Users:
1. Upon installing the SuiteApp from the Marketplace, a new custom role named **"RingCentral Unified CRM Extension"** will be automatically created.
2. This custom role enables Non-OneWorld license account users to access features such as call logs, message logs, and more.

### For OneWorld License Account Users:
1. Upon installing the SuiteApp from the Marketplace, a new custom role named **"RingCentral Unified CRM Extension"** will be automatically created.
2. Users must create a clone of this role by selecting the "Customize" option.
3. While cloning, add the permission **"List -> Subsidiaries"** to the cloned role.
4. The cloned role can now be used to access features such as call logs, message logs, and other functionality.

Note: The role is created by SuiteApp locked by default and cannot be edited. If you wish to make modifications, you may duplicate the role by clicking on "Customize."

### Turn on REST web services

Expand Down

0 comments on commit 8e3cc1d

Please sign in to comment.