SuitePortal
User Guide

User Guide Introduction

Learn how to use SuitePortal - the customer portal platform for NetSuite

User Guide Introduction

SuitePortal is a customer portal platform that syncs data from NetSuite to provide your customers, vendors, and employees with self-service access to their information.

Core Concepts

Organizations

SuitePortal uses a hierarchical organization model. Every account operates within an organization context.

Portal TypeDescriptionUse Case
tenantPrimary organization that owns the NetSuite integrationYour company's main SuitePortal account
customerChild organization linked to a NetSuite customer recordCustomer self-service portal
vendorChild organization linked to a NetSuite vendor recordVendor self-service portal

Organization Hierarchy

Tenant Organization (your company)
├── Customer Organization (linked to NetSuite customer)
├── Customer Organization (linked to NetSuite customer)
└── Vendor Organization (linked to NetSuite vendor)

Member Roles

Each organization member has one of three roles:

RolePermissions
ownerFull access including organization deletion, billing, and member management
adminManage pages, customers, contacts, employees, and settings
memberView-only access to portal data

Subscription Tiers

Tenant organizations have a subscription tier that determines feature access:

TierDescription
basicEntry-level features with limited sync capacity
premiumExtended features with higher sync limits
enterpriseFull feature access with unlimited capacity

What's in This Section

Data Flow

SuitePortal syncs data one-way from NetSuite to SuitePortal. The sync process:

  1. NetSuite Map/Reduce scripts query saved searches
  2. Data is sent to SuitePortal's ingest API
  3. Records are stored and made available in the portal

Changes made in NetSuite are reflected in SuitePortal after the next sync. SuitePortal does not write data back to NetSuite.

Getting Started

Start with Creating an Organization to begin using SuitePortal.