SquareWorks Automate
SquareWorks HomeSupportRelease Notes
  • Automate Documentation
  • Automate Features
    • Accounts Payable Dashboard
    • Advanced Vendor Onboarding
    • Invoice AI
    • Approval Automation
    • Real-Time 3-Way Match
    • Advanced Document Management
    • Advanced Check Printing
    • Payment Automation
    • Expense Accrual Automation
    • Vendor Request
    • Journal Reversal
  • Automate Configuration
    • Setting Up SquareWorks Automate
      • Automate Overview & Prerequisites
      • Install & Link Automate SuiteApp
      • Verify Password Policy & Setup
    • Advanced Vendor Onboarding
      • Installing and Updating the Bundle
      • Configuring Key Settings
      • Roles, Permissions, and Queues
      • Setting Up Onboarding Forms
      • Automation and Follow Ups
    • Advanced Document Management
      • Introduction and Initial Installation
      • Legacy and Standard Settings
      • Working with NetSuite File Cabinet and AWS S3 Storage
    • Accrual Automation
      • Enabling Accrual Automation
      • General Ledger Segmentation
      • Managing Included And Excluded Accounts
      • Bill Custom Date Field
      • Understanding Accrual Types
    • Invoice AI
      • Enabling Invoice AI
      • Advanced Invoice AI Settings
      • Configuring Tax and Freight Capture
      • Configuring Vendor Override Settings
      • Accessing Invoice AI Directions
      • Creating and Scoping New Directions
      • Whole-Invoice Directions: Translation & Page-Range Control
      • Custom Field Extraction with Directions
      • Accessing Invoice AI Rules
      • Creating a New Invoice AI Rule
    • Approval Automation
    • Real-Time 3-Way Match
      • Installing the 3-Way Match Bundle
      • Understanding 3-Way Match Settings
      • Enabling 3-Way Match and Defining Thresholds
      • Managing Variances, Payment Holds, and Overrides
      • Override Settings
    • Advanced Check Printing
    • Payment Automation
      • Implementation Check List
      • Verify Business Entities
    • Vendor Request
    • Journal Reversal
    • Impact of Subscription Cancellation
    • Configure Inbound Invoice Routing
  • Automate FAQs
    • Check Printing and Configuration
      • How can I reprint a check run?
      • How can I change a check number?
      • How can I add another bank account number from an existing bank to print checks?
      • Where does the address come from that’s printed on a check and how can it be changed?
    • ACH Setup and Timing
      • How do you connect to my bank to initiate ACH transactions?
      • Do I have to use a specific bank with Payment Automation?
      • How long does it take for ACH payments to reach a payee?
      • Why is my ACH payment not available for release?
    • ACH Troubleshooting and Reversals
      • What should I do if a payment fails?
      • How can I cancel a pending ACH payment?
      • How can I request an ACH reversal after the payment has processed?
      • Will the balance automatically transfer back to my account after an ACH payment is canceled?
    • Automate Email Handling
      • Why are emails not arriving at my vendor's inbox?
    • Invoice AI Setup and Configuration
      • How do I see the Automate Portlet on my home dashboard?
      • How do I get notified if someone sends in a non-supported attachment to the capture addess?
  • Automate Support
  • Upgrade Process
  • Release Notes
    • Automate 2025.1
    • Automate 2024.2
    • Automate 2024.1
    • Automate 2023.2
    • Automate 2023.1
    • Automate 2022.2
    • Legacy Editions
  • ⚠️Automate Platform Alerts
Powered by GitBook
On this page
  • Abstract
  • Verifying NetSuite Password Policy
  • Ensuring Minimum Password Length

Was this helpful?

  1. Automate Configuration
  2. Setting Up SquareWorks Automate

Verify Password Policy & Setup

PreviousInstall & Link Automate SuiteAppNextAdvanced Vendor Onboarding

Last updated 1 month ago

Was this helpful?

Abstract

Verifying and enforcing a strong password policy is an essential step for administrators configuring SquareWorks Automate in NetSuite. This process ensures that user credentials meet the minimum standards for security and protects your organization’s data. An example use case for this configuration is when an administrator needs to enable advanced SuiteApp features that require elevated password complexity, helping reduce unauthorized access and maintain compliance with internal IT policies.

This article provides a detailed guide on verifying your organization’s NetSuite password policy and ensuring it meets the required security standards for SquareWorks Automate. It begins with an overview of why this policy is necessary, continues with specific instructions on how to configure the password policy and minimum password length settings, and concludes by confirming that you have met all prerequisites for advanced feature enablement.

Verifying NetSuite Password Policy

Having a strong password policy is a prerequisite for many SquareWorks Automate functionalities. NetSuite will generate warnings if you attempt to enable certain features without this policy in place. By following the steps below, you can confirm your password policy is set correctly and avoid unnecessary hurdles when rolling out new features.

  1. If you want to ensure your NetSuite environment meets SquareWorks Automate requirements, open the Setup menu in NetSuite, select Company, and then choose General Preferences:

  2. Once you see the General Preferences page, scroll down to locate the Password Policy field:

  3. Because SquareWorks Automate requires strong credentials, select Strong from the drop-down menu, and confirm there are no other policy options set that weaken password security:

  4. Finally, to save your changes, click Save at the bottom of the General Preferences page:

Ensuring Minimum Password Length

A properly configured minimum password length is a key part of maintaining strong security standards. NetSuite typically defaults to a secure length, but you should always confirm it meets or exceeds the SquareWorks Automate requirement.

  1. If you need to meet SquareWorks Automate’s length requirement, stay on or return to the General Preferences page in NetSuite:

  2. To specify the correct length, find the Minimum Password Length field beneath the Password Policy option:

  3. Once you locate the Minimum Password Length field, verify that it’s set to at least 12 characters (it can be more than 12 if desired):

    Note: Because some organizations prefer tighter security, consider increasing the limit if it aligns with your IT policy; however, do not go below 12 characters.

  4. When you are done setting the length, click the Save button to confirm your updated configuration:

By completing these steps, you have validated and configured your NetSuite password policy to meet SquareWorks Automate’s requirements.