Granting Access Permission to the E-Documents Portlet
Roles that have default permissions to access and perform e-document processes, will be able to add and display the e-documents portlet on the Home page. These roles include:
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AR Clerk
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AP Clerk
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Accountant
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Administrator
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Bookkeeper
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CFO
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Custom Role for Accounting Center.
To grant roles the access permission to the e-documents portlet:
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Go to Customizations > Scripting > Script Deployments.
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On the Script Deployments page, click the Filters plus sign (+) to display the filters. In the Type filter, select Portlet from the dropdown list.
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Click the Edit link of the E-Document Dashboard PT script.
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On the script deployment page of the portlet, go to the Audience subtab. In the Roles dropdown list, select the roles that you want to grant permission to access the e-documents portlet.
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Click Save.
Related Topics
- Electronic Invoicing Administrator Guide
- Installing and Setting Up Electronic Invoicing
- Defining the E-Document Country for Free Use
- Advanced PDF/HTML Template
- Understanding E-Documents and E-Document Packages
- Creating E-Document Packages
- Multi-subsidiary Support in the Outbound Process
- Creating E-Document Templates
- Editing E-Document Templates
- E-Document Certification in the Outbound Process
- E-Document Network Status Overview
- Creating E-Document Sending Methods
- E-Document Email Custom Templates
- Selecting a Designated E-Document Sender
- Setting Up Custom Roles to Send E-Documents
- Customizing Roles to Restrict E-Document Generation or Sending
- Deploying the Bulk Generation Script for E-Documents
- Deploying the Script for Scheduled Sending of E-Documents
- Scheduled Script for Getting Network Status of E-Documents
- Updating E-Document Certification Statuses
- Processing E-Documents Automatically for Individual Transactions
- Electronic Invoicing Inbound Email Capture
- Using SOAP Web Services for Inbound Processing
- Setting Up Custom Roles that can Convert Inbound E-Documents
- Inbound Validation Plug-ins
- Deploying Automatic Bulk Conversion Script for Inbound E-Documents