Organizations & Users
Manage multi-tenant organizations in SuitePortal. Learn about user roles, permissions, and how to invite customers and vendors to your NetSuite customer portal.
SuitePortal keeps your data organized and secure by separating it into organizations. Each organization contains its own users with specific access levels.
Understanding Organizations
An organization represents a company that uses your portal.
Organization Types
Organizations can be:
- Your company (the main organization that owns the NetSuite connection)
- Your customers (each customer can be their own organization)
- Your vendors (each vendor can have their own organization)
How It's Structured
Your Company (Owner)
├── Acme Corp (Customer)
│ ├── John Smith (Admin)
│ └── Jane Doe (Viewer)
├── Beta LLC (Customer)
│ └── Bob Wilson (Member)
└── Supplier Inc (Vendor)
└── Alice Brown (Member)Data Security
Each organization can only see its own data:
- Acme Corp users can see Acme Corp's invoices and orders
- Beta LLC users cannot see Acme Corp's data
- Your company (the owner) can see all organizations
Understanding Users
A user is someone who can log in to the portal. Each user belongs to one or more organizations.
User Properties
| Property | Description |
|---|---|
| How users log in and receive notifications | |
| Name | Displayed throughout the portal |
| Organization | Which company they belong to |
| Role | What they can see and do |
Understanding Roles
Roles determine what a user can do in the portal.
Built-in Roles
SuitePortal includes three built-in roles:
| Role | What They Can Do |
|---|---|
| Admin | Everything — manage users, configure settings, view all data |
| Member | Standard access — view data, make payments (if enabled) |
| Viewer | Read-only — view data but cannot take actions |
What Each Role Can Access
| Capability | Admin | Member | Viewer |
|---|---|---|---|
| View invoices and orders | ✓ | ✓ | ✓ |
| View account balance | ✓ | ✓ | ✓ |
| Make payments | ✓ | ✓ | — |
| Invite new users | ✓ | — | — |
| Manage organization settings | ✓ | — | — |
Managing Users
How to invite, change, and remove users from your portal.
Inviting a New User
- Go to Users in your dashboard
- Click Invite User
- Enter their email address
- Select their role
- Click Send Invitation
The user will receive an email to set up their account.
Changing a User's Role
- Go to Users
- Find the user
- Click on their name
- Change their role
- Save changes
Role changes take effect immediately.
Removing a User
- Go to Users
- Find the user
- Click Remove
- Confirm the removal
The user loses access immediately.
Best Practices
Tips for managing your organizations and users effectively.
Access Management
- Start with Viewer access — Upgrade to Member or Admin as needed
- Limit Admin access — Only those who truly need it
- Review access regularly — Remove users who no longer need access
Organization Setup
- Use descriptive names — Makes it easier to identify organizations
- Keep it organized — One organization per customer/vendor
Related
- Quick Start — Set up your first users
- Access Controls — Security details
Intro
SuitePortal gives your customers, vendors, and employees secure access to their NetSuite data through self-service portals.
Syncing Data from NetSuite
Real-time and scheduled data synchronization from NetSuite to SuitePortal. Sync customers, invoices, sales orders, and transactions automatically to your customer portal.