Update your Account Information
In VERSITAL you can update your personal information under the Account Settings tab. Here you can update your name, email and phone number if applicable. The company and company code fields are read only and can be viewed at anytime to share with your Users. The company code is critical to ensure your Users are able to access the correct portals and information. After making changes be sure to click the Save Changes button so they are applied appropriately to your account.
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Update your VERSITAL password
To update your password to login to VERSITAL you can login and navigate to Account Settings then the Security tab. Here you can enter your current password and new password to make the changes. Be sure to click Save Changes before navigating away ...
Step 3 - Connecting the Admin Console
When creating Access Tokens be sure to note the Role used by the employee in which the Access Tokens are created. It is recommended that you create tokens for VERSITAL using the Administrator role, however, you can assign other roles to this token ...
Managing User Access
Once you have given access to Users you may need to change or update their access in the future. If you need help with inviting new users to your VERSITAL portals or creating new users please see our article in our Quick Start Guide. Manage within ...
NetSuite Item Record Configuration
NetSuite Item Records are the records that hold all the information about the products and services your business buys and sells. Examples of item records are Inventory Items, Assemblies, Kit Items and Service Items. NetSuite provides a list of ...
NetSuite CRM Record Configuration
NetSuite CRM Records - also known as Activities - are usually considered productivity records such as Tasks, Phone Calls, Events and Notes. NetSuite provides a list of native CRM record types that you can utilize to track and log the productivity of ...