1. Account Administration
  2. Account Setup
  3. NetSuite Users & Roles
  4. NetSuite Users Overview
  5. Giving Customers Access
  6. Provide Access to Individual Customers
  7. Set a Customer's Password Manually

Set a Customer's Password Manually

You should use the Send New Access Notification Email feature that lets customers set up a NetSuite password for themselves. However, if you prefer to set their passwords yourself, use the following procedure instead.

To set a customer's password manually:

  1. Go to Lists > Relationships > Customers.

  2. Click Edit next to the customer that you want to assign a role to.

  3. In the Email field, enter the customer's email address.

    The customer uses this email address to log in to NetSuite.

  4. Click the Access subtab.

  5. Check the Give Access box.

  6. If you run multiple websites, you can restrict a customer's login access to a specific website (for example, the website that the customer registered on). To assign a customer to a website, in the Assigned Website field, select a website. For more information, see Assign Customers to Websites.

  7. To assign the standard Customer Center role, in the Role field, select Customer Center. If you customized the Customer Center role, select the name of the custom role. For more on customizing this role, see Customizing or Creating NetSuite Roles.

  8. Do not check the Send New Access Notification Email

  9. Check the Manually Assign or Change Password box.

  10. Enter and confirm the customer's password.

    Note:

    When customers register on your website, the passwords they enter are saved here.

    For details about password requirements, see NetSuite Password Requirements.

  11. Click Save.

  12. Next, tell your customer to go to your customer center login page. To find the URL, go to Setup > Company > Company Information in the Customer Center Login field. Your customer can log in with the email address and the password you entered on the customer's record. Do not send the customer the password by email.

The customer can now use the email address and password to log in to your NetSuite account with the Customer Center role. Customers can log in to see their own sales orders, invoices, estimates, and payments.

Note:

After you save the record, you can preview the account. To preview the account, go to the Access subtab, and click the Log in as customer link.

You can use the preview to ensure the role given to the customer is set up correctly.

Related Topics

General Notices