This guide will support you in learning how to provide a User access to use the Excel Connector from within your Netsuite account. There is a video walkthrough and also a step by step guide with screenshot.
Video demonstration;
Step by step demonstration;
1. All Excel Connector Setup is under the REED tab.
2. Hover over REED > Excel Connector+ > Excel Connector Access and click New.
3. Enter a name for the record. This is the name of the access record in Netsuite and not the name of the employee or user name.
4. Enter the username for the employee.
5. Enter the password for the employee.
You may also link this to an employee record. It is recommended you do as this will enable you to email out an access notification email to the employee that was linked to the access.
6. Save the record.
7. Note that the password is encrypted after save for security. You will not be able to see it again.
8. The Email Access button now appears. You can click this to email out the employee a notification of access with their username. You will have to communicate to them their password.
9. This is an example of the email that is sent out. It gives instructions on getting started.
Note: The product is still in development. There may be minor differences between the guide and your end-product. For any further questions reach out.