Step 16: Configure SuiteApps Reports Balances

Navigate to the Homepage.

Select Personalize in top right → SuiteApps → J.P Morgan Reports Balance to view balances.

Non-admin roles need to be added to the J.P. Morgan Reports Balance Portlet. The Administrator has full access to view all plugin pages. In order to allow access to other users and departments, follow these steps:

Select Customization → Scripting → Script Deployment. Use the following filters:

Select Edit on the Reports Balance Portlet. Add employee roles by selecting the appropriate, employee, department and role you would like to assign. Then, select Save.