Go Live Checklist
Final verification steps before launching your SuitePortal instance.
Go Live Checklist
This documentation is currently being developed. Check back soon for complete content.
Use this checklist to ensure your SuitePortal instance is ready for production use.
Data Verification
- All required record types synced
- Record counts match NetSuite
- Sample records verified for accuracy
- Custom fields populated correctly
- Incremental sync tested
User Setup
- Admin users created and tested
- Test portal users created
- Roles and permissions verified
- Authentication working (email/SSO)
- Password reset flow tested
Configuration
- Branding configured (logo, colors)
- Custom domain set up (if applicable)
- Email templates customized
- Notification settings configured
Security
- Access controls verified
- Data isolation confirmed
- Audit logging enabled
- API keys secured
Extensions
- Required extensions enabled
- Extension-specific configuration complete
- Payment processing tested (if using Pay)
- Email delivery tested (if using Email)
Monitoring
- Sync monitoring in place
- Error alerting configured
- Usage tracking active
- Support contact information documented
Final Steps
- Soft Launch — Invite limited users first
- Gather Feedback — Address issues
- Full Launch — Roll out to all users
- Monitor — Watch for issues in first week
Support
If you encounter issues during go-live:
- Email: trey@suiteportal.io
- Schedule call: /meet