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 Type | Description | Use Case |
|---|---|---|
tenant | Primary organization that owns the NetSuite integration | Your company's main SuitePortal account |
customer | Child organization linked to a NetSuite customer record | Customer self-service portal |
vendor | Child organization linked to a NetSuite vendor record | Vendor 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:
| Role | Permissions |
|---|---|
owner | Full access including organization deletion, billing, and member management |
admin | Manage pages, customers, contacts, employees, and settings |
member | View-only access to portal data |
Subscription Tiers
Tenant organizations have a subscription tier that determines feature access:
| Tier | Description |
|---|---|
basic | Entry-level features with limited sync capacity |
premium | Extended features with higher sync limits |
enterprise | Full feature access with unlimited capacity |
What's in This Section
- Getting Started - Create your organization and connect NetSuite
- Entity Management - View synced customers, contacts, vendors, and employees
- Syncing Data - Configure data synchronization from NetSuite
- Views - Create saved views and email subscriptions
- Tenant Pages - Build custom portal pages
Data Flow
SuitePortal syncs data one-way from NetSuite to SuitePortal. The sync process:
- NetSuite Map/Reduce scripts query saved searches
- Data is sent to SuitePortal's ingest API
- 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.