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Added more notes about NetSuite permissions
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byrnereese committed Sep 26, 2024
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3 changes: 3 additions & 0 deletions docs/crm/netsuite.md
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Expand Up @@ -52,6 +52,9 @@ For this extension to work, your NetSuite account admin needs to assign users wi
| Setup | User Access Tokens | Full |
| Transactions | Sales Order | Full |

!!! warning "Make sure Employee permission is set to View"
For security reasons, only an Administrator can edit Administrator records. As a result if you apply "Full" Employee permissons to a role, you may experience difficulty connecting the extension to NetSuite.

## Install the Chrome/Edge extension

If you have not already done so, begin by [installing the Unified CRM extension](../getting-started.md) from the Chrome web store.
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2 changes: 1 addition & 1 deletion docs/developers/advanced/openapi.md
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Expand Up @@ -40,4 +40,4 @@ The OpenAPI specification below defines the interfaces that a developer must imp

As a user uses the Chrome extension, when a CRM-specific function is engaged, the Chrome extension will compose a request the corresponding adapter's endpoint implemented by that adapter's server. The server will perform the corresponding action in the associated CRM, and return results in a prescribed format so the Chrome extension can display the results of the user's action.

[:fontawesome-solid-download: Download OpenAPI spec](../../crm-server-openapi.json){ .md-button }
[:fontawesome-solid-download: Download OpenAPI spec](../crm-server-openapi.json){ .md-button }
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