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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
Creating and Using Portal Access Accounts
We have used NetSuite to create a "portal" that requires registration and login to view some of our content. In order for our employees to see what our customers see, I have created several "Portal Access" accounts. Our sales division, however, gets tripped up because these accounts show up in their reporting. We've changed their searches a million times to exclude them, but these accounts always seem to appear because other people also create them.
Does anyone have any best practices regarding creating NS access accounts? Is there a field or checkbox that you use to make sure the accounts are only specific to site access?
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