Grant temporary access to NetSuite

Steps to grant Drivetrain temporary access to NetSuite.

In rare cases—such as data inconsistencies, unexpected sync behavior, or bugs—your Drivetrain onboarding or support team may ask you to grant temporary access to your NetSuite account. This lets us investigate issues directly in your environment, using a read-only user that you control.

Use this guide only if requested by Drivetrain support. Most users do not need to complete this setup.

Overview

This guide walks you through how to:

• Create a dedicated integration user in NetSuite

• Assign the appropriate access and permissions

• Share access securely with Drivetrain

• Revoke access after troubleshooting is complete

All access granted via this method is read-only and temporary. You can remove the user at any time.

Step 1: Create a Dedicated User

1. Log in to NetSuite with an admin account

2. Go to Lists > Employees > Employees > New

3. Use the Standard Employee Form

4. Set the name to Drivetrain Integration

5. Use the email provided by your Drivetrain CSM (e.g., [email protected])

6. Go to the Access tab

7. Enable Give Access and assign a password

8. Assign the Administrator role

9. Click Save

Step 2: Generate Token Credentials

1. Log in as the integration user you just created

2. On the home screen, scroll to the Settings panel

3. Click Manage Access Tokens > New My Access Token

4. Select the existing Drivetrain integration

5. Click Save

6. Copy the Token ID and Token Secret—these will not be shown again

Step 3: Share Access Securely with Drivetrain

After the token is generated, share the following details securely with your Drivetrain CSM:

1. Password (if not using TBA)

2. Token ID and Token Secret saved from the previous step

3. Consumer Key and Consumer Secret (Refer - Creating an Integration Record)

4. Account ID (Refer - Get your NetSuite Account ID)

The Drivetrain team will use these credentials to log in and investigate the issue.

Step 4: Revoke Access (Optional)

After the issue is resolved:

1. Go to Lists > Employees > Employees

2. Locate the integration user account

3. Click Edit

4. Disable Give Access or delete the user entirely

This access method grants Drivetrain temporary, read-only visibility into your NetSuite data. You retain full control and can revoke access at any time. No edits or administrative changes will be made to your environment.