Guides
Employee Portal Setup Guide
Create an internal employee portal connected to NetSuite. Provide role-based access to company data, reports, and dashboards for your team.
This documentation is currently being developed. Check back soon for complete content.
Overview
The employee portal provides internal staff with access to company data, customer information, and operational tools.
What Employees Can Access
- Customer data (with permissions)
- Transaction history
- Reports and dashboards
- Internal documents
Configuration
Enable Employee Portal
- Navigate to Settings > Portals
- Enable Employee Portal
- Configure role-based access
- Set up navigation
Permission Configuration
Employee access is controlled by:
- Role assignments
- Organization memberships
- Individual permissions
Use Cases
Customer Service
- View customer account information
- Access transaction history
- Review open items
Sales Team
- View customer accounts
- Track orders
- Monitor payment status
Operations
- Track fulfillments
- Monitor sync status
- Review audit logs
Next Steps
- Configure Syncs — Automate data refresh
Vendor Portal Setup Guide
Create a self-service vendor portal for NetSuite. Give suppliers access to purchase orders, payment status, and bill history through SuitePortal.
Configure Scheduled Syncs
Set up automatic NetSuite data synchronization schedules. Configure hourly, daily, or custom sync intervals to keep your customer portal data current.