New Account and User Onboarding Guide
This guide is intended to be a quick reference to Net-Inspect. It covers scenarios like adding new users, updating user data when new products are procured (or required by your customer), and changes to user requirements. As always, if you need support please submit a ticket here: https://net-inspect.zendesk.com/hc/en-us/requests/new
Getting Started
Accessing Net-Inspect
Using the browser on your PC, you can access Net-Inspect at this address: www.net-inspect.com. All network transmissions are automatically secured with HTTPS: encryption.
Logging Into Net-Inspect
Enter your User ID (or email), password, and company name (or short name)
Help is Available
This symbol will display a Tool Tip providing information on that specific field
This symbol will display Knowledge Base information on the right of your page providing information on how to use the function. There is the option to select” Keep Open” to utilize the article while navigating Net-Inspect, download the article, or “View Full Article” in a new tab.
This is found on the top of every page and is used to interact with our help desk chat bot
At the top of every page is the Net-Inspect Global Search Function
Bold indicates required
Help desk can be found here: https://net-inspect.zendesk.com/hc/en-us
Videos can be found here: https://vimeo.com/netinspect/albums
User Help
How to look up your setup administrator: Looking Up Your Setup Administrator
- Contact your setup administrator whenever you cannot resolve red error messages that appear on your screen or in the bottom right-hand corner of your browser
- Include a screenshot of your screen and the error message (but ensure you do not include any export controlled or classified data)
- Errors that may appear:
- No program or division is selectable when creating or updating a record
- You receive a message that you do not have the proper roles or programs to access or perform an action
- You do not have access to a module or page you were expecting to work
Troubleshooting Logging Into Net-Inspect
How to request a part number that is not available when creating or updating a record
Setup Administrator Help
If you are a setup administrator and need help logging in: Helping Your Users Log In as the Setup Administrator
General company setup reference: https://net-inspect.zendesk.com/hc/en-us/categories/10242020121364-Company-Setup
How to remove a user, add a user, or bulk import users
What are user types/roles and how to edit user types/roles for specific users
How to add programs: Programs
How to align users to programs/licenses. Note, aligning users to programs, divisions, etc occurs on the same tab - they are selected on the left-hand side of the screen
How to add a customer: Adding a Customer
How to manage suppliers: https://net-inspect.zendesk.com/hc/en-us/articles/5160914328724-Suppliers
How to add departments: Departments
How to add work centers: Work Centers
What are divisions: Divisions
How to add a part number: Add a Part
Managing access control for a part: Managing Part-Level Control