Navigating to NetSuite and Logging In
In this lesson we talk about how to navigate to NetSuite and login, and how to create a browser and desktop shortcut to make getting back into the system a bit easier. We also cover setting your initial password within the given password criteria, and setting your security questions to assist with password recovery should the need arise. We briefly mention the use of two factor authentication, and cover securely signing out of the system. Finally we talk about common login problems that can occur and how to handle them.
Before you can use NetSuite, you have to get logged into the system, and we’ll do that in this video. NetSuite is browser based software. For this video, and most of this course, I will be using Google’s Chrome browser. Safari and Firefox work as well. Internet Explorer, Edge and Opera also work, but there are some limitations. The first thing we need to do is open Chrome and navigate to www.netsuite.com. If you just type NetSuite in the browser bar you will be performing a browser search in Google, Bing, Yahoo, or whatever search engine you have set as your default. This will likely take you where you need to be, but typing in the full URL is more secure, reliable and faster. Now that we’re at NetSuite’s home page we need to click on this Log In link, here in the upper right. The layout of this page rarely changes, but if it is different by the time you are watching this, then you will want to look around for a Log In link, or another similar link, to click on. I’ll go ahead and click on the Log In link now. Before we do anything else I am going to bookmark this page to make it easier to get back here. In Chrome we can do this by clicking on the vertical ellipsis, which are these three dots up here. If we hover over Bookmarks, we can click Bookmark this page. You can change the bookmark name if you want, but I’ll leave mine alone. If we click Done then the bookmark is added to Chrome, so we can easily get back here. Alternately, I could have held down the Ctrl key, and pressed the D key on my keyboard, which would have also added the bookmark. In addition to adding a bookmark, let’s also create a shortcut to it on the desktop. First we need to resize the window so that we can see part of the desktop. Now I’ll click and drag the lock icon, next to the word NetSuite, and I’ll let go of the mouse button when I am over the desktop. This creates a shortcut, and we can double click on it, the same as we would any other program. Even if I hadn’t bookmarked this page, as soon as I had logged in, my browser would have remembered me, and directed me to the login page the next time I visited the site. The bookmark and shortcut just make it a little easier to get back here. I’ll go ahead and enter my email address and password into these fields, and I’ll check this Remember Me checkbox so my email address will be stored. This way the next time I login I will only need to type my password. You only want to check the remember me checkbox on computers where you are the only user. If you ever had to use a public or shared computer you would not want to check this box. Your username and password are usually provided by your manager, IT department, or system administrator, so check with them to get your credentials if you don’t already have them. I’ll go ahead and click login, and because this is the first time I have logged in there are a few things I need to do. In most cases you will need to change your password. You will need to type the same one you used to login, in the Old Password field. You will then need to type a new one in the New and Confirm fields. Over here on the right hand side, the requirements for the password are listed. For me these are the standard requirements, but it’s possible that your administrator has changed them. If your requirements are different they will be listed here. Since this is my first time logging in, I am also prompted to choose three security questions and answers. These are used to verify your identity if you forget your password, or if you are using a new computer, so you should pick questions that you will remember the answers to. You can choose to have the system remind you to provide this information later if you need to, but you can only delay this five times, after which you will have to provide the information. I’ll go ahead and pick three questions and provide answers to them now. After I click save, I also get this popup letting me know that I can change my questions or answers at any time in the Settings portlet, and we’ll cover that in a later video in this course. Normally you will want to stay signed in for a little while, so you can get any work you need to do done. When you do need to sign out, you can hover over your name, up here in the right-hand corner, and choose Sign Out. Closing all of your browser windows will also sign you out in most cases, but choosing Sign Out will always sign you out and is the method you should use if you are ever using a shared computer. You should also close all your windows on a shared computer as well though. NetSuite provides the ability to use two factor authentication or 2FA. If your administrator has set this up, then you might also be prompted for a code from time to time. This code will be provided to you via a text message on a cell phone. You have probably seen this type of system used for some of your credit cards or bank accounts, and it’s a way to check that you are who you say you are. Logging in is usually pretty simple, but if you do encounter problems there are some common steps to help remedy them. If your password is rejected, check that you do not have your Caps Lock turned on since this will reverse the case of what you type, and passwords are case sensitive. If you use numbers, and you are used to typing them on your keyboard’s number pad, verify that your Number Lock is turned on. If you still have problems try typing slowly and deliberately, making sure that each character you think you are typing is really what you are typing. When I have password problems, with NetSuite or other systems, I will often do something like this. I will open a notepad window and type my password in the window so that I can see what I am typing. I am usually cognizant about who can see what I am typing when I do this, but often I can clear up an error if I realize I was just typing something incorrectly. So you can see here that I might have meant to type in Password with a capital P, but I really typed in a lowercase p and the rest of the letters were uppercase; because I had my Caps Lock on. If you really do forget your password you can use this Forgot your password link. From here you can type in your email address and a link to reset your password will be sent to you. If you try to login six times unsuccessfully you will be locked out of the system and prevented from logging in for half an hour. This helps prevent hackers from using brute force attacks to break into your account. When this happens, that is if you enter your password incorrectly six times, the account administrators for your NetSuite account will be notified. Remember login problems happen to everyone from time to time, so if they happen to you don’t feel bad. Now that you know how to login we can start exploring the interface, and we’ll do that in our next video. Questions this video will answer: • How do I login to NetSuite? • How do I get into NetSuite? • What environment does NetSuite run in? • What browsers work with NetSuite? • How do I get to NetSuite? • How do I get to NetSuite’s website? • How do I bookmark NetSuite? • How do I create a shortcut to NetSuite? • Where can I find my NetSuite username? • Where can I find my NetSuite password? • Where can I find my NetSuite username and password? • Where can I get my NetSuite credentials? • How do I set my password in NetSuite? • How do I change my password in NetSuite? • What are the NetSuite password requirements criteria? • How do I setup NetSuite security questions? • What do NetSuite security questions do? • Can I delay NetSuite security questions? • How do I change NetSuite security questions? • How do I sign out of NetSuite? • How do I use NetSuite 2FA (Two Factor Authentication)? • Are NetSuite passwords case sensitive? • NetSuite won’t take my password, what do I do? • How do I reset my password in NetSuite? • I got locked out of NetSuite, now what do I do?