For organizations with ExtendInsights for Analytics NetSuite.
Prerequisites
The admin assigned to login to subscriptions.cloudextend.io
A user with NetSuite admin rights
User ExtendInsights License
Review Excel Add-In Requirement
Review Excel Add-In Requirement
It's fine to go ahead and install ExtendInsights now but before actually using it be sure that you meet the prerequisites.
A Microsoft 365 subscription is required to use the add-in.
In order to use the scheduling component, the file must be saved on OneDrive for Business or SharePoint.
📝 Note: If you don't have permission to install Add-Ins from the Microsoft AppSource share this article with your Microsoft 365 Administrator.
Review NetSuite End-User Setting
Review NetSuite End-User Setting
NetSuite Administrator's checklist for end-user configuration:
Step 1: Ensure that the role is not set to a Web Services Only role
In NetSuite, go to Setup > Users/Roles > Manage Roles. Validate if the Web Service Only Role is OFF.
Step 2: User roles have the necessary permissions for each record type the user will be working with
The following permissions are enabled on any roles that will be logging in and using ExtendInsights.
In NetSuite, go to Setup > Users/Roles > Manage Roles then choose the role to update:
SOAP Web Services
User Access Tokens
SAML Single Sign-On
ONLY if your company uses Single Sign-On, ie OKTA, OneLogin, etc.
If you enable SSO and do not actually use SSO, users will NOT be able to login to NetSuite until you remove it.
Allow JS/HTML uploads
if your user will need to upload .js and .htm files
Log in using Access Tokens
Additional permission for User Access Tokens
Permissions > Setup Tab
Manage Licenses in the Extendinsights Portal
Manage Licenses in the Extendinsights Portal
To begin managing your ExtendInsights for Analytics NetSuite licenses please follow the steps below:
Full article link here.
ExtendInsights Installation Steps
ExtendInsights Installation Steps
Microsoft offers a convenient way to install add-ins for multiple users at once. This is also ideal for companies that globally block access to the Office store but need to make exceptions for certain users and/or apps.
Central Deployment Guide for Microsoft Admin
Set your users up for success by reviewing and sharing articles
Set your users up for success by reviewing and sharing articles
After you've installed ExtendInsights Analytics you'll want to make sure your users have the tools for success.
✅ Assist them with installation and login
Inform them about the new app, and provide guidance on installing, logging in, and selecting the correct role and NetSuite environment to connect with.
✅ Your Customer Success Manager
Your Customer Success Manager and Training Manager can provide free end-user training for your team. The training can be recorded and shared amongst your team.
✅ Share Support Site With End Users And Save Time Answering Questions Later
Your org may subscribe to one or more of our ExtendInsights Apps. Be sure to share our Getting Started Guide and FAQs built just for them.
Need Help?
Please try searching for your issue at support.cloudextend.io. Odds are we've seen the issue before and have already written an article. If you've exhausted your search options we can still help.
🔵 In the app, go to your template screen and click the message icon!
🔵 We have an in-app messaging feature for any user to reach out to get Support. Try chatting with us (bottom right of our support site)!
🔵 Send an email to cloudextend-support@celigo.com
Please provide as much detail as possible. Screenshots are welcome!