# Initial Setup

Once <code class="expression">space.vars.productName</code> is installed and your license is activated, follow these steps to complete the initial setup. This will get your first subsidiary configured and your admin user ready to access the portal.

## Step 1: Verify custom records were created

First, confirm the install created all necessary records.

{% stepper %}
{% step %}

### Open the Record Types list

Go to **Customization > Lists, Records, & Fields > Record Types**.
{% endstep %}

{% step %}

### Search for BRM

Filter the list to records starting with **BRM**.
{% endstep %}

{% step %}

### Confirm the records exist

Verify you see at least the following record types:

* BRM Setting
* BRM Catalog
* BRM Category
* BRM Attribute
* BRM Role
* BRM Component
* BRM Order
* BRM Queue
  {% endstep %}
  {% endstepper %}

If any records are missing, the SuiteApp may not have completed installation. See the [Installation Troubleshooting](/netsuite-admin-guide/common-issues/installation.md) guide.

## Step 2: Check the Settings record

The **BRM Setting** record stores system-wide configuration. It should have been created during installation.

{% stepper %}
{% step %}

### Open Customization

Go to **Customization > Lists, Records, & Fields**.
{% endstep %}

{% step %}

### Open Lists

Click **Lists** to see existing records.
{% endstep %}

{% step %}

### Verify a Settings record exists

You should see at least one settings record. If none exists, click **New** to create one — give it a name (for example, *Main Settings*), enter your license key, and save.
{% endstep %}
{% endstepper %}

## Step 3: Set up your first subsidiary

<code class="expression">space.vars.productName</code> organizes portals by subsidiary. You need to link at least one subsidiary to get started.

{% stepper %}
{% step %}

### Open the Record Types list

Go to **Customization > Lists, Records, & Fields > Record Types**.
{% endstep %}

{% step %}

### Open BRM Subsidiary Catalog

Find and click on **BRM Subsidiary Catalog**.
{% endstep %}

{% step %}

### Create a new record

Click **New**, select your **primary subsidiary**, choose or create a **catalog** to associate with it, and save.
{% endstep %}
{% endstepper %}

This tells <code class="expression">space.vars.productName</code> which product catalog to display for users in that subsidiary.

{% hint style="info" %}
If you have multiple subsidiaries, repeat this step later. Start with your primary subsidiary to get up and running quickly.
{% endhint %}

## Step 4: Create your first BRM Role

Roles determine which portal pages and features users can access.

{% stepper %}
{% step %}

### Open the Record Types list

Go to **Customization > Lists, Records, & Fields > Record Types**.
{% endstep %}

{% step %}

### Open BRM Role

Find and click on **BRM Role**.
{% endstep %}

{% step %}

### Create a new role

Click **New**, enter a role name (for example, *Admin* or *Store Manager*), configure the role settings, and save.
{% endstep %}
{% endstepper %}

You'll assign this role to users in the next step.

## Step 5: Enable your admin user

Now enable portal access for yourself or your designated admin user.

{% stepper %}
{% step %}

### Open the Employees list

Go to **Lists > Employees > Employees**.
{% endstep %}

{% step %}

### Open the employee record

Find and open the user you want to give portal access.
{% endstep %}

{% step %}

### Enable portal access and assign a role

Look for the custom BRM fields (they may be on a BRM tab or in the custom fields section):

* **Portal Access** (`custentity_brm_access`) — check this box to enable access.
* **BRM Roles** (`custentity_brm_roles`) — select the role you created in Step 4.

Save the record.
{% endstep %}
{% endstepper %}

## Step 6: Access the Admin Portal

You're now ready to log in to the <code class="expression">space.vars.productName</code> Admin Portal.

1. Open your browser and go to the Admin Portal URL provided by In8Sync during setup.
2. Log in with your NetSuite credentials.
3. You should land on the Admin Portal dashboard.

From here you can configure workflows and portal pages, manage catalogs and product settings, set up additional users and roles, and configure integrations.

## Step 7: Set up Default Workflows

<code class="expression">space.vars.productName</code> comes with default workflow configurations that define the standard portal pages.

1. In the Admin Portal, navigate to the **Workflows** section.
2. Review the default workflows that were installed.
3. Assign workflows to your BRM Roles as needed.

Workflows control which pages and features appear for each role. You can customize them later using the Page Builder in the Admin Portal.

## What success looks like

When initial setup is complete, you should have:

* All BRM custom records present in NetSuite
* A BRM Setting record with your license key
* At least one subsidiary linked to a catalog
* At least one BRM Role created
* Your admin user with **Portal Access** enabled and a role assigned
* The Admin Portal loading with default workflows visible

## Next steps

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Add more users</strong></td><td>Enable portal access for additional users and assign roles.</td><td><a href="/pages/kj0wIYbCw5oo477q39gd">/pages/kj0wIYbCw5oo477q39gd</a></td></tr><tr><td><strong>Configurations</strong></td><td>Per-subsidiary payments, custom forms, and locations.</td><td><a href="/pages/gogCTxJRLdzy1P6i1xeB">/pages/gogCTxJRLdzy1P6i1xeB</a></td></tr><tr><td><strong>Default Workflows</strong></td><td>How template workflows are managed at the NetSuite Admin level.</td><td><a href="/pages/NuNR9Ssy8uVrqIkLMt3v">/pages/NuNR9Ssy8uVrqIkLMt3v</a></td></tr></tbody></table>


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