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. To assign a customer a role and provide access to NetSuite

To assign a customer a role and provide access to NetSuite

  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. Click 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 Web Site 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. Check the Send New Access Notification Email box to notify your customer of this new access. As of 2018.2, the new access notification email includes the user's email address (used for logging in to NetSuite), the administrator's email address, and explains login procedures. It also contains a URL so that the customer can set up a NetSuite password. The email containing the link is sent as secure email, and comes from NetSuite <nlmailer@netsuite.com>.

    Note:

    The URL sent in the notification email expires, by default, in 24 hours after sending. A user with the Administrator role can change the number of hours of expiration. For more information, see the Help for the User Registration Link Expiration In Hours field at Setting General Display Preferences.

    To customize the email message, go to Setup > Company > System Email Templates. Next to Standard Customer Center Access Email, click Edit.

  9. To assign individual logins to the customer's contacts, on the Access subtab, check the Access box next to the contacts you want to grant access to.

    Note:

    If this is a new customer, you might need to save the record before you can view contacts on the Access subtab.

    1. Make sure that an email address is listed for each of the contacts that you want to assign login access to.

    2. Check the Manually Assign Password box and enter a password for each of the contacts.

    3. Check the Notify box for the contacts that you want to notify by email.

      For security reasons, the contact's password is not included in the email message.

  10. Click Save.

Important:

To revoke access, you should clear the Give Access box. If you want to inactivate all roles of the customer, and the customer is also a vendor, partner, or employee, you must revoke access and inactivate those records, too.

Related Topics

General Notices