Step 14: Configure SuiteApps Reports Balances
To give users access to the Reports Balance Portlet, they will need a Script Deployment. Once they have access, they can view their balances by accessing the Portlet.
Access Reports Balance Portlet
Navigate to the Homepage.
Select Personalize in the top right → SuiteApps → CNB Reports Balance to view balances.
Select CNB Reports Balance
Add User Roles to Portlet
Non-admin roles need to be added to the CNB Reports Balance Portlet. The administrator has full access to view all plugin pages.
To allow access to other users and departments, select Customization → Scripting → Script Deployment.
Use the following filters:
- In the Type dropdown, select Portlet
- In the API Version dropdown, select 2.1.
Go to Script Deployments
Search for and select Edit on the Reports Balance Portlet.
Edit Reports Balance Portlet
Add employee roles by selecting the appropriate employee, department, and role you would like to assign. Then, select Save.