The Riva connection to NetSuite requires the credentials of an account that can impersonate into the target CRM user accounts.
In Riva 2.4.50 or higher, the NetSuite connection supports user credentials and token-based authentication. You can switch from one to the other by selecting a button.
Step 1: Create a NetSuite CRM Connection
If a role other than the default role has been set as the "web services role" for the Riva connection user, you must edit the NetSuite connection and apply the RoleID Override. If subsidiaries are enabled, assign a default subsidiary ID.
To set the Override Role ID and Default Subsidiary:
To test the connection to confirm that user impersonation is working:
If Team Selling is enabled in NetSuite, enable it in Riva.
To enable the NetSuite Team Selling option in Riva:
(The Display Name is supported in Riva 2.4.46 or higher.)