1. Order Management
  2. Billing and Invoices
  3. Electronic Invoicing
  4. Electronic Invoicing Administrator Guide
  5. Granting Access Permission to the E-Documents Portlet

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:

To grant roles the access permission to the e-documents portlet:

  1. Go to Customizations > Scripting > Script Deployments.

  2. On the Script Deployments page, click the Filters plus sign (+) to display the filters. In the Type filter, select Portlet from the dropdown list.

  3. Click the Edit link of the E-Document Dashboard PT script.

  4. 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.

  5. Click Save.

Related Topics

General Notices