Core Concepts
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.
SuitePortalManage 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.
An organization represents a company that uses your portal.
Organizations can be:
Your Company (Owner)
├── Acme Corp (Customer)
│ ├── John Smith (Admin)
│ └── Jane Doe (Viewer)
├── Beta LLC (Customer)
│ └── Bob Wilson (Member)
└── Supplier Inc (Vendor)
└── Alice Brown (Member)Each organization can only see its own data:
A user is someone who can log in to the portal. Each user belongs to one or more organizations.
| 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 |
Roles determine what a user can do in the portal.
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 |
| Capability | Admin | Member | Viewer |
|---|---|---|---|
| View invoices and orders | ✓ | ✓ | ✓ |
| View account balance | ✓ | ✓ | ✓ |
| Make payments | ✓ | ✓ | — |
| Invite new users | ✓ | — | — |
| Manage organization settings | ✓ | — | — |
How to invite, change, and remove users from your portal.
The user will receive an email to set up their account.
Role changes take effect immediately.
The user loses access immediately.
Tips for managing your organizations and users effectively.
Quick Start Guide
Set up your NetSuite customer portal in under an hour. Step-by-step instructions to connect SuitePortal to NetSuite, sync data, and invite your first portal users.
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.