Setting General Customer Access Preferences

Users with the Administrator role can set up general customer access preferences for the account at Setup > Company > General Preferences.

Note:

Any changes you make to general preferences are saved in system notes. For more information, see Searching System Notes.

For many preferences you set at the company level, users can override this preference at Home > Set Preferences. If you don't want users to override particular preferences, on the Overriding Preferences subtab, clear the Allow Override box for each preference.

Preference	Description
Default Role for New Customers	Select the default role assigned to customers who get NetSuite access. This role displays on the Access subtab when you edit customer records.
Customer Center Welcome Message	Enter the message to display to Customer Center users. When a customer logs in, this message is followed by their name. If no one is logged in, it uses 'Guest'.
Show Help Link in Customer Center	Clear this box to hide the online help link from Customer Center users. By default, this box is checked and the help link is visible. This preference doesn't affect any other centers.
Customer Center Login Page	If you have a custom login page for users with Customer Center roles, select the HTML file for the page here. For more information, see Creating Custom Pages for Login to Your NetSuite Account.
Web Site Duplicate Email Management	Choose if you want to enable website duplicate email detection. Website Duplicate Email Detection prevents web store shoppers from creating duplicate customer accounts on your website. For details, see Detect Duplicate Customer Email.
Assign Tasks to Partners	Check this box to let you assign tasks to partners. Note: Before a task can be assigned to a partner, make sure the Assign Tasks box on the partner record is checked.
Maintenance Complete Email Notification	Check this box to automatically send email messages to all active account administrators when scheduled account maintenance is completed.
Show Product Recommendations	Users can see suggestions for NetSuite features directly in the product, at the top of the page. Product messages are enabled by default. Users can disable the messages by checking the Don't show again box in the message.
Do not Display Customer Satisfaction Surveys	Check this box to opt your organization out of in-page satisfaction surveys.
Enable NetSuite Guided Learning	Check this box to enable the NetSuite Guided Learning tool for everyone who uses the account. The NetSuite Guided Learning tool provides people with interactive step-by-step instructions to help them complete tasks within NetSuite.
Set NetSuite Guided Learning Application ID	Do not change this field. It is for Oracle use only and specifies the instance of the NetSuite Guided Learning that appears in your account. If you change this field, NetSuite Guided Learning may stop working correctly.
Set NetSuite Guided Learning Environment	Do not change this field because. It is for Oracle use only and specifies the environment where NetSuite Guided Learning is running. If you change this field, NetSuite Guided Learning may stop working correctly.
User Registration Link Expiration In Hours	Number of hours before the URL for new user access expires. The default is 24 hours, and you can set it from one (1) hour to 72 hours. The default value, 24 hours, is hard-coded in the in the following standard user access email templates: Customer Center Access Email Partner Center Access Email Vendor Center Access Email User Access Email If you change the default value in General Preferences, be sure to update the value in the user access email templates.
Idle Session Timeout In Minutes	Number of minutes that a NetSuite user's browser session can be idle before it locks. The default is 180 minutes (3 hours). You can set this from 15 minutes to 720 minutes (12 hours).

Preference

Description

Default Role for New Customers

Select the default role assigned to customers who get NetSuite access.

This role displays on the Access subtab when you edit customer records.

Customer Center Welcome Message

Enter the message to display to Customer Center users.

When a customer logs in, this message is followed by their name. If no one is logged in, it uses 'Guest'.

Show Help Link in Customer Center

Clear this box to hide the online help link from Customer Center users.

By default, this box is checked and the help link is visible. This preference doesn't affect any other centers.

Customer Center Login Page

If you have a custom login page for users with Customer Center roles, select the HTML file for the page here.

For more information, see Creating Custom Pages for Login to Your NetSuite Account.

Web Site Duplicate Email Management

Choose if you want to enable website duplicate email detection.

Website Duplicate Email Detection prevents web store shoppers from creating duplicate customer accounts on your website. For details, see Detect Duplicate Customer Email.

Assign Tasks to Partners

Check this box to let you assign tasks to partners.

Note:

Before a task can be assigned to a partner, make sure the Assign Tasks box on the partner record is checked.

Maintenance Complete Email Notification

Check this box to automatically send email messages to all active account administrators when scheduled account maintenance is completed.

Show Product Recommendations

Users can see suggestions for NetSuite features directly in the product, at the top of the page.

Product messages are enabled by default. Users can disable the messages by checking the Don't show again box in the message.

Do not Display Customer Satisfaction Surveys

Check this box to opt your organization out of in-page satisfaction surveys.

Enable NetSuite Guided Learning

Check this box to enable the NetSuite Guided Learning tool for everyone who uses the account. The NetSuite Guided Learning tool provides people with interactive step-by-step instructions to help them complete tasks within NetSuite.

Set NetSuite Guided Learning Application ID

Do not change this field. It is for Oracle use only and specifies the instance of the NetSuite Guided Learning that appears in your account. If you change this field, NetSuite Guided Learning may stop working correctly.

Set NetSuite Guided Learning Environment

Do not change this field because. It is for Oracle use only and specifies the environment where NetSuite Guided Learning is running. If you change this field, NetSuite Guided Learning may stop working correctly.

User Registration Link Expiration In Hours

Number of hours before the URL for new user access expires. The default is 24 hours, and you can set it from one (1) hour to 72 hours.

The default value, 24 hours, is hard-coded in the in the following standard user access email templates:

Customer Center Access Email
Partner Center Access Email
Vendor Center Access Email
User Access Email

If you change the default value in General Preferences, be sure to update the value in the user access email templates.

Idle Session Timeout In Minutes

Number of minutes that a NetSuite user's browser session can be idle before it locks. The default is 180 minutes (3 hours).

You can set this from 15 minutes to 720 minutes (12 hours).

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