Setting Up Members and Connections

Plans: Enterprise

Add people to your team, then make the right NetSuite connections available to them. Sign in as a team admin.

Adding members

  1. Open Team, then People & Credits.
  2. Click Add Member and enter the person's email address.
  3. Ask them to sign in with that email address.

Pending invites cannot receive credits. If you have no seats available, the primary team admin can manage seats in Billing & Activity.

Adding a NetSuite connection

Use connection details supplied by the person who manages your NetSuite integration.

  1. Open Connections.
  2. Click Add connection.
  3. Give the connection a name, and enter its NetSuite Account ID and OAuth Client ID.
  4. Choose Everyone in the org or Selected members only.
  5. Click Add connection to save it.

For selected members, open AI, then Member policy, and use Per-member settings to assign their connections.

Saving a connection here does not sign members into NetSuite. Each member still needs to connect from SuiteHUD AI.

Tip: Give production and sandbox connections distinct names so people can choose the right account.

Checking a member's access

Ask the member to open Team Policy in their SuiteHUD account. It shows the connections assigned to them and their effective AI settings.