Step 17: Configure SuiteApps Reports Balances
Navigate to the Homepage.
Click Personalize in top right→ SuiteApps → KeyBank Reports Balance to view balances.
Non-admin roles need to be added to the KeyBank 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: Click on Customization → Scripting → Script Deployment.
Go to Script Deployments
Use the following filters: On the Type dropdown select Portlet On the API Version dropdown select 2.1.
Click on Customization → Scripting → Script Deployment. Use the following filters:
- On the Type dropdown select Portlet
- On the API Version dropdown select 2.1.
Edit Portlet
Click Edit on the Reports Balance Portlet. Add employee roles by selecting the appropriate, employee, department and role you would like to assign. Then, click Save.