Step 16: 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 top right → SuiteApps → Customers Bank Reports Balance to view balances.
Add User Roles to Portlet
Non-admin roles need to be added to the Customers Bank 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:
- On the Type dropdown, select Portlet
- On the API Version dropdow,n select 2.1.
Go to Script Deployments
Select Edit on the Customers Bank Reports Balance Portlet.
Reports & Balances Portlet
Add employee roles by selecting the appropriate, employee, department and role you would like to assign. Then, select Save.