Provide Access to NetSuite Planning and Budgeting (NSPB)

Since NSPB runs on Oracle Planning and Budgeting Cloud Service (PBCS), the user will need separate access to NSPB, and this must be managed through Oracle Cloud.

Steps to Provide NSPB Access:

1. Log into the Oracle Cloud where NSPB is hosted, using an administrator account for the NSPB environment.
2. Navigate to: Identity Management > Users.
3. Add the NetSuite user as a new user in NSPB if they do not already exist.
4. Assign the necessary roles in NSPB, such as:

• Service Administrator: Grants full control over NSPB, including user management, creating and editing budgets, etc.
• Power User: Allows the user to create, edit, and approve budgets and forecasts.
• User: Grants limited access, such as the ability to view reports and dashboards but not modify plans.

Make sure the user’s email address and other credentials match those in NetSuite for seamless integration.