The Settings portlet in NetSuite appears on each user’s Home dashboard, so it can be an easy thing to take for granted. But this little portlet provides some incredibly helpful links. Let’s take a look at what the Settings portlet is and the links that it contains.
About the Settings Portlet
First, what is the Settings portlet? The Settings portlet provides links to important setup tasks. Unlike the majority of dashboard portlets, this portlet cannot be removed from a user’s dashboard. Also, because the links in the Settings portlet are based on the role a user is logged in with, those links cannot be edited. Essentially, what you see is what you get, although users may contact their NetSuite Administrator in the event that the Settings portlet seems to be missing a link that they should be able to access.
Key Links in the Settings Portlet
Next, let’s look at some of the key links in the Settings portlet. These links may not be available for every user (and some users will have additional links that are not listed here), but these are the links that are commonly available.
Several of the common links allow users to personalize their NetSuite accounts. For example, the Personalize Dashboard link opens up the Personalize Dashboard menu. From this menu, users can add desired portlets to their dashboard. The Set Preferences link takes users to the Set Preferences page, where users can manage all their personal preferences for how certain things appear in NetSuite. And finally, if users need to connect a different email address to their NetSuite account, they can do that through the Change Email link.
Ensure NetSuite Security
A couple common links help users to maintain and manage the security of their NetSuite accounts. For example, users who forget their password, or users whose passwords are about to expire, can change their NetSuite passwords using the Change Password link. And users who have either forgotten their security questions or simply want to change their security questions can do that through the Update Security Questions link. Before users have set up their account’s security questions, however, there will be a Set Up Security Questions link in the Settings portlet.
Fewer NetSuite users have accounts that use two-factor authentication (2FA), but the users who do will be able to adjust their 2FA settings via links in the Settings portlet.
Other Key Links
Depending, once again, on the features that have been enabled for your account and your permissions levels, here are some other key links that may appear in your Settings portlet. The Publish Dashboard link allows users to create and publish dashboards for other users who use the same center. The Set Up NetSuite for Outlook link is an incredibly useful tool because it enables users to synchronize their Outlook account with their NetSuite account, including everything from their email and contacts to their calendar and tasks.
A final key link is Set Up SuiteAnalytics Connect. This link allows users to download a SuiteAnalytics Connect Driver. The benefit of this feature is that users can analyze data in NetSuite using tools, such as Excel, that they may be more familiar with.
The Settings portlet in NetSuite is easy to take for granted since it’s so readily available, but knowing more about the common links in this portlet will help you to take advantage of the convenient access that it provides. If this article has been helpful for you, be sure to subscribe to our mailing list below so you can receive future posts directly in your inbox each week. And to keep on learning, check out the related posts linked below!