ExtendInsights Analytics requires the Persist Search permission to retrieve saved search data efficiently. You may see a permission violation if the NetSuite role connected to ExtendInsights does not have this permission.
Error / Symptoms
ExtendInsights displays the following error when you access or refresh a NetSuite saved search:
Permission Violation: You need the 'Lists -> Persist Search' permission to access this page
Why This Happens
The NetSuite role connected to ExtendInsights does not have the following permission:
Permission category | Permission | Access level |
Lists | Persist Search | Create |
This is a NetSuite role-permission requirement and does not indicate an ExtendInsights error.
How to Resolve the Issue
End Users
Confirm which NetSuite account and role you use with ExtendInsights.
Send the role name to your NetSuite Admin.
Ask the administrator to add the Lists > Persist Search permission with the Create access level.
After the administrator updates the role, sign out of ExtendInsights and reconnect to NetSuite.
Run the saved search again.
If you use more than one NetSuite role with ExtendInsights, each applicable role must have the required permission.
NetSuite Admins
In NetSuite, go to Setup > Users/Roles > Manage Roles.
Locate the role the user connects to ExtendInsights with.
Click Edit.
Go to Permissions > Lists.
Add the following permission:
Permission: Persist Search
Level: Create
Save the role.
Ask the user to sign out of ExtendInsights and reconnect so the updated role permissions take effect.
Verification
The permission was added successfully when:
The user can reconnect to NetSuite through ExtendInsights.
The saved search opens or refreshes successfully.
The Persist Search permission violation no longer appears.
Best Practices
Add the permission to the exact role used by the ExtendInsights connection.
Apply the permission to every role users may select when connecting.
Use the Create access level for the Persist Search permission.
Reconnect ExtendInsights after changing NetSuite role permissions.
đŹ Need Help?
Search the CloudExtend Help Center for additional guidance.
If the error continues after the permission is added:
Confirm that ExtendInsights is connected using the updated role.
Use the in-app chat in ExtendInsights.
Include the NetSuite account ID, role name, saved search name, exact error message, and screenshots when contacting Support.