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FullClarity
  • Get started
  • Construction for NetSuite
  • Project Financials
    • Project Financials quick start
    • Install & configure Project Financials
    • How to

      • Preparing your data for migration
      • Creating a project
      • Customise terminology (rename records)
        • Estimate columns
        • Budget columns
        • Forecast columns
        • Revenue recognition columns
      • Managing cost centres
      • Estimating

        • Creating an estimate
        • Adding lines to an estimate
        • Importing an estimate from a spreadsheet
        • Requesting vendor bids
        • Creating purchase orders from the estimate
    • Contracts & billing

      • Contracts & billing
      • Set up billing schedules
      • Issue a progress claim
      • Create a variation
    • Revenue recognition

      • Revenue recognition
      • Set up revrec rules
      • Run a monthly batch
      • Adjust a revrec entry
      • Capital project revrec
    • Reference

      • Reference
      • Configuration record fields
      • Permissions
      • Custom records
      • Column glossary
  • Subcontracts
    • For head contractors

      • For head contractors
      • Create a subcontract
      • Approve a subcontract variation
      • Raise a back-charge
      • Assess a subcontractor claim
    • For subcontractors — web

      • For subcontractors — web
      • View your subcontracts
      • Submit a progress claim
      • Manage variations
    • For subcontractors — mobile

      • For subcontractors — mobile
      • Sign in
      • View your work orders
      • Submit a claim with photos
    • Reference

      • Subcontract states
  • Retainage
    • Quick start
    • Install & configure
    • How to

      • Set up retainage on a contract
      • Issue a retainage claim
      • Release retainage at handover
    • Reference

      • Permissions
  • Timeline
    • Quick start
    • Install & configure
    • How to

      • Create a Gantt from a template
      • Add tasks and dependencies
      • Allocate resources
    • Reference

      • Task fields reference
      • Permissions reference
  • Certified Documents
    • Quick start
    • Install & configure
    • How to

      • Set up a document type
      • Request a document from a vendor
      • Approve or reject a submission
    • Reference

      • Permissions reference
  • File Storage
    • Install & configure
    • How to

      • Enable File Storage on a record type
      • Migrate files from the NetSuite File Cabinet
      • Connect your Microsoft 365 / SharePoint
    • Reference

      • Permissions reference
  • Project Storage
    • Install & configure
    • How to

      • Enable the project files subtab
      • Browse files on a project
  • Project Tracker
    • Quick start
    • Install & configure
    • How to

      • Log an issue
      • Add notes to an issue
      • Run UAT
    • Reference

      • Issue fields
      • UAT results & issue states
      • Permissions
  • Portal
    • Install & configure
    • How to

      • Register a NetSuite account with the FullClarity Portal
      • Refresh API credentials
  • Code Library
    • Install & configure
  • AI Integration
    • How to

      • Set up an MCP role for AI access
      • Connect an AI assistant to FullClarity
    • Reference

      • Available MCP tools

Portal

Portal is the foundational FullClarity SuiteApp that connects your NetSuite account to FullClarity's cloud infrastructure. Several other FullClarity SuiteApps depend on it — install Portal first, then install whichever apps you actually want to use.

  • What Portal is
  • Who installs and uses Portal
  • What depends on Portal
  • Storage regions
  • Next steps

What Portal is

Portal is a piece of infrastructure rather than a feature most users will interact with directly. Its job is to:

  • Bridge NetSuite to FullClarity's cloud storage. Files attached through File Storage live in AWS S3 across eight global regions, and Portal handles the upload credentials, signed download links, and the content-delivery-network routing.
  • Provide external-user access points. When subcontractors, vendors, or customers sign in to FullClarity Connect or use the legacy vendor portal at my.fullclarity.com, those external sessions authenticate through Portal.
  • Hold per-subsidiary configuration. A Portal Configuration record per subsidiary determines which storage region your files go to and which API endpoint your account talks to.

Who installs and uses Portal

Portal is an administrator install. Once it's installed and the account is registered, users don't interact with Portal screens directly — they interact with whichever feature SuiteApp uses Portal's infrastructure (typically File Storage, Certified Documents, or Project Financials' Quote Portal).

There are two routine admin tasks against Portal:

  • Register the NetSuite account with FullClarity's cloud infrastructure (a one-off, per account, repeated after every sandbox refresh).
  • Refresh API credentials if your security team rotates them or if a sandbox refresh wipes the existing pair.

Both tasks are documented under How to below.

What depends on Portal

Several FullClarity SuiteApps require Portal to be installed and registered before they can function:

  • File Storage — uses Portal's S3 and content-delivery infrastructure for every upload and download
  • Certified Documents — uses Portal's signed URLs to give external vendors a way to submit documents
  • Project Financials — uses Portal for the Quote Portal (sending RFQs to external bidders) and for Connect-related sync flows
  • FullClarity Connect — uses Portal for OAuth registration and webhook authentication

Storage regions

When you register your account, you choose one of eight S3 regions for your account's documents:

#RegionAWS region
1Australiaap-southeast-2
2USAus-east-1
3Indiaap-south-1
4UKeu-west-2
5Singaporeap-southeast-1
6Canadaca-central-1
7Swedeneu-north-1
8Irelandeu-west-1

Default: USA. Choose the region closest to most of your users for fastest uploads and downloads.

Next steps

  • Install & configure — module requirements, install, registration, configuration record
  • Register a NetSuite account — the registration flow at my.fullclarity.com/register
  • Refresh API credentials — replace the API credentials with a fresh pair
Last Updated: 6/22/26, 5:39 AM
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