Permissions and roles
Outpost uses standard NetSuite roles and permissions. Any role with access to the underlying saved searches and the Outpost custom records can create and manage export templates.
Who needs access
Grant Outpost access to:
- The person setting up Outpost for the first time (probably you)
- Anyone on the finance team who will create or edit export templates
- Anyone who needs to view job history or troubleshoot failed runs
- Anyone who needs to manage Connections (destinations) — admin-only
Grant access to a user
- In NetSuite, navigate to Lists → Employees → Employees
- Open the employee record for the user
- Click the Access tab
- Add a role that has the required Outpost permissions (see list below)
- Save the record
- Have the user log out and log back in. They should now see the Outpost by VCG menu.
What permissions are required
If your team uses custom roles, grant the following permissions so the role can use Outpost end-to-end.
Why doesn't this saved search appear in my Outpost list?
This is the most common permissions question. If a saved search doesn't appear when creating an export template, the cause is almost always one of:
- The saved search isn't shared with your role. Open the saved search in NetSuite, click the Audience tab, and add your role to the list of roles that can access it.
- The saved search is marked as private. Private saved searches are only visible to their owner. Either un-mark it as private, or have the owner share it.
- You're logged in with a role that doesn't have Outpost access. Switch roles using the dropdown in the top-right of NetSuite and try again.
Outpost and saved search ownership
When Outpost runs an export template, it executes the saved search using the role that owns the template. If that user later loses access to the saved search, the job will fail.
For production templates, create them under a service account or shared admin account rather than under an individual user's account. The template then survives personnel changes.