17.3 The Settings Portlet

A dashboard list of your own setup

The Settings portlet shows links to user-level setup tasks. Help says the links are system-defined and cannot be edited, and you cannot remove the portlet from your dashboard. Which links appear depends on your role and on features enabled in the account. You can move the portlet. On a customized Home page it can sit anywhere. By default it is on the left side, and you may need to scroll. From anywhere in the account, click Home and look there.

That placement is the exam trap. A dashboard portlet is not the company setup menu. A new administrator sees Set Preferences on the Home page and treats it as Enable Features, company preferences, or accounting preferences. Those three pages change the account. The portlet changes the person who is signed in, and only within what the account already allows.

If you cannot find the portlet, contact your administrator. Help's password FAQ says the portlet should be part of any dashboard because it is how you manage your own access. If a link you expect is missing, contact the system administrator as well. A missing Change Password link can also mean the role you are using lacks permission to change the password. Switch to a role that has it, or ask an administrator, before you assume the company turned passwords off.

Set Preferences changes your preferences

Set Preferences in the portlet opens the Set Preferences page. The same page is at Home > Set Preferences. You click a subtab, change the choices for that area, and click Save. Help describes these as your personal preferences. The subtabs it documents are:

• General
• Appearance
• Transactions
• Analytics
• Activities, with calendar preferences covered alongside them
• Alerts
• Telephony
• Restricting Views
• Custom Preferences, when the account has customizations you can configure for your own use

Your choices are constrained by features enabled for the account, by company account-level preferences, and by role-based dashboards an administrator published. Some company preferences can also exist at a subsidiary level in OneWorld, at a role level, or at a user level. An administrator can stop those overrides on the Overriding Preferences subtab of company General Preferences. A value you set for yourself still lives on the user page. It does not become the company policy, and it cannot turn on a feature the account has not enabled.

Your password is not a personal preference. Help says so directly. To change the password, use Change Password in the Settings portlet, which is a different link from Set Preferences.

Keep the three company pages on their own paths:

• Enable Features is at Setup > Company > Enable Features. It turns capabilities on or off for the account.
• Company preferences are at Setup > Company > General Preferences. They apply to everyone unless a more specific level is allowed to override them. Password policy, minimum password length, and password expiration in days are on this page.
• Accounting preferences are at Setup > Accounting > Accounting Preferences. They shape accounting behavior and require the Set Up Accounting permission. Which preferences you see depends on the product and on enabled features.

Set Preferences opened from the Settings portlet changes user preferences. It does not open Enable Features, company preferences, or accounting preferences. A salesperson who wants a different date format, a different alert, or a restricted view uses Set Preferences. An administrator who wants every user on a new password policy uses General Preferences. An administrator who wants purchase-order approval routing uses Accounting Preferences. An administrator who wants a module available uses Enable Features. Mixing those four jobs is how a personal convenience becomes an account-wide change, or how an account-wide change is attempted from a page that cannot make it.

The other links Help lists

The Settings Portlet topic names these links for user-level work. There is no general two-factor settings label on that list. 2FA enrollment is the sign-in prompt in section 17.1. The trusted-device topic separately says the portlet has a link to Manage Trusted Devices, where you reverse a decision to trust a device.

• Personalize Dashboard opens the Standard Content tab of the Personalize Dashboard palette so you can add portlets to your dashboard.
• Change Email opens the Change Email page for the email address associated with your NetSuite account.
• Change Password opens the Change Password page. You enter the current password, then the new one. Five consecutive wrong current passwords lock you out for 30 minutes.
• Active Sessions opens the page of devices you are currently signed in from. You can invalidate sessions there. This is not My Login Audit. My Login Audit is a separate portlet for your own sign-in history, including password expiration.
• Manage Passkeys opens the Passkeys page, where you create, edit, or delete your passkeys. Require 2FA for All Roles can be met with 2FA or with a compliant passkey if passkeys are enabled. The portlet link manages your passkeys. It does not open Two-Factor Authentication Roles.
• Update Security Questions opens the screen where you change the three questions on your account, after you enter your current password.

Other links appear only when your permissions and enabled features allow them:

• Publish Dashboard opens the page that publishes a dashboard for other users who log in to the same center you are in. Personalize Dashboard changes your dashboard. Publish Dashboard pushes a dashboard to other people in that center.
• Set Up NetSuite for Outlook opens the installer page. After installation, NetSuite for Outlook synchronizes Microsoft Outlook email, events, contacts, and tasks with your NetSuite account.
• Set Up SuiteAnalytics Connect opens the SuiteAnalytics Connect Driver Download page. The driver lets you connect to the Connect Service and use third-party tools such as Microsoft Excel, BIRST, and Adaptive. Downloading your driver is not the same task as enabling Connect for the account.

A new administrator on day one

You sign in with a new administrator role and want three things: a personal home page, a stronger password for yourself, and a company rule that every password expires sooner. The Settings portlet can do the first two. Personalize Dashboard adds portlets to your dashboard. Change Password replaces your password after you prove you know the current one. Set Preferences can change how dates, alerts, and transactions look for you.

The company expiration rule is not on that portlet. Password Expiration in Days is at Setup > Company > General Preferences, with a default of 180 days and an allowed range of 1 through 365. Enable Features would be the wrong page for the expiration number, and Accounting Preferences would be the wrong page for it as well. Set Preferences would change your user preferences and leave the company expiration where it is.

If Change Password is missing, check the role before you edit company features. If the whole portlet is missing, ask an administrator to restore it rather than rebuilding personal setup under Setup > Company. Work the same portlet-versus-setup choices in the Oracle NetSuite Foundation practice questions.