Overview

Global Autopilot requires specific NetSuite permissions to identify matching records, create contacts (if enabled), and attach emails automatically.

Before enabling Global Autopilot, your NetSuite Administrator should verify that the role used by CloudExtend includes the permissions below.

Required Permissions

In NetSuite:

Setup → Users/Roles → Manage Roles

Select the role being used with ExtendSync and verify the following permissions.

Setup Tab

Permission	Access Level	Details / Purpose
SOAP Web Services	Full	Required for API communication between CloudExtend and NetSuite.
User Access Tokens	Full	Required for token-based authentication
Log in using Access Tokens	Full	Required for token-based authentication
REST Web Services	Full	Required for Global Autopilot APIs

Lists Tab

Permission	Access Level	Details / Purpose
Track Messages	Full	Recommended for ExtendDocs and Global Autopilot users Required to create and manage email records
Documents and Files	Full	Recommended for ExtendDocs and Global Autopilot users Required when syncing attachments
Contacts	Full	Recommended for the Auto-Create Contact feature Required for Contact matching
Customers	View	Required for Customer matching
Partners	View	Required for Partner matching
Vendors	View	Required for Vendor matching

Note: View permissions for both Partners and Vendors are required for the Global Autopilot to function, even if your organization does not actively use these record types. The ExtendSync auto-match engine evaluates incoming emails against NetSuite records in a strict hierarchy (Contact > Customer > Vendor > Partner). To complete this search sequence successfully without throwing an error, the system requires baseline read access to all four record types.

Reports Tab

Permission	Access Level
SuiteAnalytics Workbook	Edit

Optional Permissions

These permissions are only required if specific Global Autopilot features are enabled.

Auto-Create Contact

If Auto-Create Contact is enabled in Global Autopilot:

Contacts permission should be set to Full
Users must be allowed to create Contact records

Without this permission, unmatched emails cannot create new Contact records.

Attachment Sync

If Global Autopilot is configured to sync attachments:

Documents and Files should be set to Full

If using ExtendDocs:

Attachments are stored in OneDrive or SharePoint
NetSuite stores secure links rather than file contents

Feature	Edition	Description
Attachment Autopilot	Enterprise	Automatically store email attachments in the NetSuite File Cabinet. 📘 Enable Attachment Autopilot
Sync Email Attachments to SharePoint	Enterprise and requires ExtendSync + ExtendDocs subscription	Automatically sync email attachments directly to OneDrive or SharePoint. 📘 Enable ExtendDocs and sync email attachments
Auto-Create Folder	Enterprise and ExtendDocs subscription required	Auto-creates a OneDrive or SharePoint folder when a new record is viewed or created in NetSuite. 📘 Enable ExtendDocs Only