The Riva Cloud or Riva On-Premise connection to NetSuite requires using the credentials of a NetSuite user that is assigned to a NetSuite role with sufficient permissions to create, edit, remove, export, and import data that will be synchronized by Riva. Most customers create or use an existing user that is assigned to the Administrator role and configure that role as the default web services role for the NetSuite user that the Riva connection will authenticate with.
When using Riva with a connection method of impersonation, a single connection user is used to authenticate with NetSuite. This connection user synchronizes on behalf of each mailbox added to Riva. For the sync to match a mailbox with a NetSuite employee, Rive requires the NetSuite employee to have an email address that matches the Primary SMTP Email address.
Example: If the NetSuite email address for Ian Sample is email@example.com, then the SMTP email address value for the corresponding email account must also be firstname.lastname@example.org.
Riva connects to NetSuite with a single connection user, this user must be a privileged NetSuite user. However, this also allows Riva to synchronize data on behalf of any employee in NetSuite, even if that employee does not have a NetSuite user record.
Riva can sync data on behalf of a NetSuite advanced partner center user. Bear in mind that Riva still needs to connect to NetSuite by using a privileged platform user to sync each employee's NetSuite information to the employee's mailboxes.
Gather the following information. It is required when you create a Riva connection to the NetSuite system:
Riva requires the NetSuite Web Services Feature enabled.
Security policies and best practices often prevent using the administrator role for web services. It is possible to create a role, configure permissions, and assign that as the default role for web services. Riva needs appropriate list permissions to modify the data of target NetSuite user accounts. Create a role that will have enough permissions for Riva to view, create, modify, reassign, and remove data for target users. These permissions will be used for web services only.