Portal Creation

1. To create a new portal navigate to the VERSITAL Admin Console and click Portal List
   
   
   
2. You can edit an existing portal if you need to provide updates to it, or you can create a new portal by clicking the Create button.
   
   
   
3. If you have Subsidiaries enabled in Netsuite it is recommended that you define the correct subsidiary on each portal.  Enter the internal ID of the subsidiary this portal represents in the Subsidiary ID field
   
   
4. If you would like to set a specific logo to be used for this portal (based on the subsidiary), then enter the URL of the logo image in the Portal Subsidiary Logo URL field.  If this field is blank then the default logo for the User Site, that you set in Account settings, will be used.
   
   
   
5. If you would like to add an Icon for this portal in the Available Portals screen mark the Portal Icon box and set the URL for the icon image in the Portal Icon URL field
   
   
   
   
6. In the portal builder you will see the available user site tabs and available record types that you can configure in the portal.  The records shown in the NetSuite Records tab come from your NetSuite account and are automatically added as you add new record types to NetSuite.  The custom elements tab shows custom elements designed for VERSTIAL that perform specific functions.  To see the full list of available elements for VERSITAL you can review our Elements Guide.
   
   
   
7. You can use the search or scroll through the list of records to find the record you want to display in the portal.  Then drag the record into the portal builder workspace
   

Record Configuration and Settings

1. Once the record is added to the portal builder you can begin to configure the permissions and settings.
   
   
   
2. Use the radio buttons to define what access should be given to this record type within this portal
   
1. Full - the user can View, Create and Edit records of this type
   
2. Edit Only - the user can View and Edit records of this type but cannot create new ones
   
3. Create Only - the user can View and Create records of this type but cannot Edit exiting records
   
4. Read Only - the user can only View records of this type.
   
   
   
3. Next select the template to be used when users are viewing or editing these records.  (If no templates are displayed in the list, review Step 6 - Creating a Form Template to generate a new one.)
   
   
   
4. Records are initially shown in a "List View" that displays a list of multiple records of this type so the user can choose which one they want to view or edit.  To define what columns should be displayed in the "List View" for this record type create a Saved Search in your NetSuite environment, then copy + paste the Saved Search ID into the Search ID field.  If no Search ID is entered then VERSITAL will just show a list of internal ID's to the user.  If you need help creating a saved search you can read through the NetSuite documentation on how to create one.
   
   
   
5. There will be times when you want to dynamically filter the "List View" of record types based on the user who is logged in.  For example, if you are building a portal for your customers to login and review orders, you would want each customer to only see orders that are related to their customer record, NOT all orders in the system.  To accomplish this check the Filter by entity checkbox, then define what field on the record represents the reference to an entity record, by copying the field ID and pasting it into the Field ID box.
   
   
   
6. Optionally, you can enable other settings for this record
   
1. Allow Make Copy - check this box to allow users to make copies of existing records
   
2. Allow Export - check this box to allow users to export the "List View" for this record type.  (It will export as a CSV file)
   
3. Allow File Upload - check this box to allow users to drag and drop files and attach them to this record type.  NOTE - Not all record types support File attachments so review your NetSuite documentation to know which records support Files.
   Furthermore, review our detailed article for information on the file types and sizes that are supported.
   

Review our VERSITAL Elements Reference guide for detailed configuration documentation of each element.

User Site Structure and Formatting

1. If needed you can add multiple sections to each user site tab in your portal.  Use the + icon to add new sections to the user site tab.
   
   
   
2. You can use the X icon to remove unwanted sections
   
   
   
3. You can rename sections by entering or updating text in the Section Name/Title.
   
   
   
4. You can also add new tabs to the user site by using the + icon for the tabs section.
   
   
   
5. You can click the X icon to remove unwanted tabs from the user site.
   
   
   
6. You can rename user site tabs using the Tab Name field(s)
   
   
   
7. You can also reorder the user site tabs by clicking on the tab list icon, then drag the user site tabs into the order you want
   
   
   
8. Once you have completed configuring your portal give your portal a name and select the status then click Submit Portal.  The portal status affects how it can be used.  NOTE - The Portal Name will be displayed to your users in the User Site
   
1. Active - this portal is active and can be freely viewed by Users who are assigned to it
   
2. Draft - this portal is saved but not able to be assigned to Users or viewed through the user site
   
3. Inactive - this portal is inactive and cannot be viewed by or assigned to Users.
   
   
   
9. Once saved you can view your portal in the Portal List and use the Edit icon to make more changes in the future.
   
   

Step 9 - Invite Users