Permissions needed to make the Bank Balance available in the KPI Portlet

The following permissions with View level of access are needed to be able to have the ability to add the Bank Balance standard KPI in the Key Performance Indicators portlet of a custom role:

1. Navigate to Setup > Users/Roles > Manage Roles > Edit Custom Role.

2. Under the Permission subtab > Lists sublist > Add the following permissions:

- Bank Account Registers

3. Under the Permissions subtab > Reports sublists > Add the following permissions:

- Account Detail

- Trial Balance

 

4. Click Save.