Admin Console — AskNetSuite

Onboard a new company

Create the workspace, pick a plan, and optionally configure BYOK — all in one step.

1. Company identity

Company name *

Company code *

NetSuite Account ID (optional, can add later)

2. Plan tier

Team plan · $799/mo · Quota applies

Add user to company

They'll sign in to AskNetSuite with their email + the password you set.

Company *

Name *

Email *

Temp password *

Role & permissions

✓

👤Standard User

Run AI queries within set limits. Can't manage other users or settings.

✓

⭐Admin

Full access — invite users, manage NetSuite envs, see all logs.

Set what this Standard User can do:

📊 BI Dashboard

Run pre-built finance reports & charts

📄 CSV Import

Upload & bulk-import data into NetSuite

✅ NetSuite Actions

Update or create NetSuite records

🔍 Analytics Studio

Run NetSuite saved searches

⚡ Personal query limit

Cap this user's monthly AI queries within the company quota

⭐ Admin gets full access

Admins can invite users, manage portal logins, configure NetSuite environments, view all query logs, and use every feature without limits. Only check if this person is the company owner or IT lead.

🔗 Invite Portal User

Give a customer or vendor a self-serve login. They'll see only their own NetSuite records.

Company (your tenant) *

Portal access (select one or both)

A user can have both Customer and Vendor access — useful when a contact is both a customer and supplier.

✓

👤Customer access

View invoices, sales orders, statements

✓

🏭Vendor access

View purchase orders, bills, payments

Contact name *

Email *

NetSuite Entity ID *

Internal ID from the customer/vendor record URL: ...nl?id=12345

Display name (optional)

Set custom password Otherwise we'll generate Tiger-Sky-2847

✅ Portal user created

Share these credentials with the user. Click any value to copy, or use the 📋 button.

Portal URL

—

Temporary password

—

⚠️ This password is shown only once. Copy it before closing this dialog.

✅ Company is ready to set up

Get this company usable in about 60 seconds. Each step opens a quick form.

Add the first user

Without a user, no one can sign in.

Connect NetSuite (TBA OAuth)

AI queries and BI Dashboard need a connected environment.

+ Connect

Invite portal users (optional)

Customer / vendor self-serve logins.

Test before handoff

Open the workspace as this company

Impersonates the first user — see exactly what they see.

Confirm

Are you sure?

Edit company

Update name, code, NetSuite account or plan tier.

Company name *

Company code *

NetSuite Account ID

Plan tier

Edit user

Update name, email, role, or active status.

Name *

Email *

Role

Account is active (can sign in)

✏️ Edit portal user

Add or remove customer/vendor access, or update their NetSuite Entity ID.

Portal access (select one or both)

Toggle to add or remove a role. Adding Customer to an existing Vendor (or vice-versa) is a common upgrade.

✓

👤Customer access

View invoices, sales orders, statements

✓

🏭Vendor access

View purchase orders, bills, payments

Contact name *

Email *

NetSuite Entity ID *

Display name

Account is active (can sign in to portal)