Permission to View Average Days to Pay and Average Days Overdue KPIs on a Custom

Scenario

User using a custom role needs to view Average Days to Pay and Average Days Overdue in Key Performance Indicators portlet on a Customer Dashboard.

Solution

1. Log as Administrator 
2. Navigate to Setup > Users/Roles > Manage Roles
3. Custom Role: Click Edit
4. Click Permissions
5. Click Lists
6. Select Accounts Receivable Register

• Access Level: Select View

1. Click Permissions 
2. Click Reports
3. Select Accounts Receivable

• Access Level: Select View

1. Click Save