NetSuite Portal
NetSuite User Types: What Are The Differences?
There are four distinct Oracle NetSuite User Types: Employee, Vendor, Partner and Customer.
NetSuite’s extensive experience in providing solutions to all types of organizations has allowed them to improve and innovate continually, ensuring users have the tools they need to perform their tasks. Therefore, after your NetSuite integration there are various user types, all of which can be customized further to suit NetSuite customers and companies.
NetSuite User Types
NetSuite is a modern cloud-based business management platform that has functional tools and role assignments for every user type available. Each type of user will have a different level of access to NetSuite, and user types are customizable for even more control.
There are four types of NetSuite user:
Employee User – (can be a Full User license or a Self-Service Employee license)
Vendor User
Customer User
Partner User
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What are the differences?
Employee User
Full licenses are generally allocated to functional team members leveraging NetSuite to perform daily job tasks such as inventory management, financial duties or management roles.
Employee Self-Service
These NetSuite users are not required to have roles within NetSuite, and they have very limited functionality. Access for Employee Center Users is strictly limited to entering project time tracking, submit expense reports and enter paid time off.
Vendor User
Vendors can see records such as purchase orders and payment history. It's a suitable way for vendors to see previous sale order, order status, barcode scanning, payments, and purchases. Vendors that are used as resources on projects, they can track time spent on projects from their vendor center.
Customer User
NetSuite provides a standard role for customers. The Customer Center role lets your customers view their customer data such as estimates, sale orders, invoices, and payments. You can customize this role to adjust the level of permission for certain tasks in the center.
Partner User
NetSuite partner users are generally allocated to 3rd party designers, developers and administrators that companies hire to assist with NetSuite needs like implementation and outsourced execution.
NetSuite Portal Logins
NetSuite Employee Portal
To give an employee access to NetSuite and assign a password:
- Go to Lists > Employees > Employees.
- Click Edit next to the name of the employee for whom you want to set up access.
- Under Email|Phone|Address, enter the employee’s email address.
- Click the Access tab.
- Check the Give Access box.
NetSuite Vendor Portal
Enable Vendor Access to NetSuite
- Once you’re in the enable features menu, click the web presence subtab.
- Scroll down to find the section titled Access.
- Check the vendor access box.
- Click save.
NetSuite Customer Portal
To enable the Customer Center:
- Go to Setup > Company > Setup Tasks > Enable Features.
- On the Enable Features page, click the Web Presence sub tab.
- Check the Customer Access box.
- Click Save.
NetSuite Partner Portal
Step-by-Step Instructions:
- Set up NetSuite for your business.
- Make sure you have a user account on NetSuite.
- Go to this link.
- Enter your email address and password.
- Access everything NetSuite has to offer.
Frequently Asked Questions
NetSuite Customer Relationship Management (CRM) delivers powerful customer experience capabilities all in a single cloud platform, including customer datam sales force automation, marketing automation, order management, inventory, inventory levels, eCommerce, and customer service and support.
Many NetSuite users are not aware that they can turn Customers into a Vendor or Partner using the Other Relationships function. The power of this feature is that you can create invoices to customers and you can send checks to them as vendors.
The NetSuite Customer Center is a time saving and productive tool for any company. The out of the box customer center comes with the ability to open support tickets, view recently ordered products, quotes, sales, pay invoices, and open balances.
NetSuite’s B2B ecommerce solution, SuiteCommerce, empowers B2B sellers to create sites that engage business buyers, maximize their buying efforts and save time. Support online stores, in-house sales, distributors, manufacturers, brick-and-mortar locations and channel partners — all from a single platform.
The NetSuite Partner Portal enables the partners to access online resources, ecosystems, and capabilities to build their business. Our NetSuite ERP consultants work with client databases, communicate with internal teams and clients, review and interpret business requirements, respond to client expectations, develop system design and related documents, provide support for technical and functional inputs, and lead projects from start to finish.
NetSuite benefits enable certain features like customizable dashboards, unified customer records, and real-time access, which in turn are used to help make timely business decisions. These components create a highly efficient and personalized sales cycle, customer fulfillment, and above satisfactory service processes.
What Is A NetSuite Solution Partner?
NetSuite Solution Providers are business application experts who deliver complete NetSuite cloud computing solutions, from selling NetSuite licenses to implementation and support. Solution Providers have demonstrated accounting/ERP, CRM or eCommerce expertise delivered with proven methodologies that ensure your success. NetSuite’s Solution Providers share our vision of helping medium-size companies and enterprises run their businesses better.
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