User GuideGetting Started
Organization Settings
Configure your organization's settings and preferences
Organization Settings
Configure your tenant organization's branding, integration status, and preferences.
General Settings
| Setting | Type | Description |
|---|---|---|
| Name | string | Organization display name |
| Slug | string | URL-friendly identifier (read-only after creation) |
| Logo | image | Organization logo (uploaded to storage) |
| Primary Color | string | Brand color for portal theming (hex code) |
Integration Status
These flags track the NetSuite integration state:
| Flag | Type | Description |
|---|---|---|
bundleInstalled | boolean | Whether SuiteBundle 581756 is installed |
accessCodeGenerated | boolean | Whether API access code has been generated |
integrationComplete | boolean | Whether integration is verified and active |
integrationLastUpdated | timestamp | Last time integration status was updated |
Portal Types
Your tenant organization can have child organizations:
| Type | Field | Description |
|---|---|---|
| Customer Portal | customerId | Links to NetSuite customer internal ID |
| Vendor Portal | vendorId | Links to NetSuite vendor internal ID |
Child organizations inherit the parent field pointing to your tenant organization ID.
Subscription Tiers
| Tier | Description |
|---|---|
basic | Entry-level with limited sync capacity |
premium | Extended features and higher limits |
enterprise | Full access with unlimited capacity |
Tier limits are defined in the subscription configuration. See Subscription Limits for details.
Subscription Limits
Limits vary by subscription tier:
| Limit | Basic | Premium | Enterprise |
|---|---|---|---|
| Max records per sync | 1,000 | 10,000 | Unlimited |
| Max datasets | 3 | 10 | Unlimited |
| Min sync interval | 60 min | 15 min | 5 min |
Allowed Record Types by Tier
| Record Type | Basic | Premium | Enterprise |
|---|---|---|---|
| customer | ✓ | ✓ | ✓ |
| contact | ✓ | ✓ | ✓ |
| employee | ✓ | ✓ | ✓ |
| vendor | ✓ | ✓ | ✓ |
| salesorder | ✓ | ✓ | ✓ |
| invoice | — | ✓ | ✓ |
| purchaseorder | — | ✓ | ✓ |
| itemfulfillment | — | ✓ | ✓ |
| item | — | ✓ | ✓ |
| quote | — | ✓ | ✓ |
| dataset | — | — | ✓ |
Branding
Customize your portal appearance:
- Logo: Upload via Settings → Branding
- Primary Color: Set hex color code for buttons and accents
- Custom Domain: Configure in Settings → Domains (TODO: Not yet documented)
Billing
Billing is managed through the integrated billing portal. Access via Settings → Billing.
Metrics tracked for billing:
- Monthly Active Users (MAUs)
- Record Sync Units (RSUs)
- Number of portals/domains
- Total storage used
Security
Authentication options:
- Social providers (Google, GitHub, Microsoft)
- Email + Password
- Email OTP (passwordless)
Session configuration:
- Session duration: 3 days
- Session update age: 1 day
- Cookie cache: 5 minutes