Plugin Setup
Pre-Onboarding Checklist (NetSuite)
Discover step-by-step guides for a seamless and hassle-free self-serve installation experience. Start your journey at Step 1 with our comprehensive document, ensuring a successful setup process for any project.
Post-Onboarding Checklist (NetSuite)
Learn how to maximize the potential of a plugin with this comprehensive document. It offers step-by-step instructions for granting permissions, installing the Entity Bank Details bundle, managing bank details, enabling bank feeds, etc.
Sandbox Checklist (NetSuite)
Looking to transition into production? This page outlines essential testing scenarios to help move you into production with practical tips and insights.
User Management via the Portal
The Users Tab provides a comprehensive view of individuals within your organization who are registered in the Platform. This feature allows users to view, manage, and update user information and access settings.