If users assigned to custom NetSuite roles encounter errors related to custom records when using ExtendSync or other CloudExtend components, this is expected behavior unless permissions are added manually.

This article explains why the issue occurs and how to fix it.

Users with custom roles may experience:

Meanwhile, users on standard NetSuite roles do not see these issues.

During installation, ExtendSync creates a custom record called:

ExtendSync automatically grants View access to this record for standard NetSuite roles.

As a result, any custom role you created must be updated manually.

If users are assigned custom roles without access to required CloudExtend custom records, permission errors will occur.

A NetSuite Administrator must grant permissions to the required custom records.

Step 1: To do so, go to Setup > Users/Roles > Manage Roles

Step 2: Select the Custom Role you wish to modify and click Edit.

Step 3: On the Permissions sub-tab, click on Custom Records. In the list of records, select Celigo Google Control panel, then select View as the Level.

If you are using the CloudExtend Gdocs component, grant the same permissions to the following Custom Records as well.

After updating the role:

✔ User logs out of NetSuite and Gmail

✔ User logs back in and opens ExtendSync

✔ ExtendSync loads without custom record errors

✔ Google Drive features load correctly (if applicable)

If the user has multiple roles, ensure the permissions are applied to every role they might select.

If users continue to see permission errors after updating custom roles:

Please include:

We’re happy to help you get custom roles working smoothly with ExtendSync and other CloudExtend components.