Dashboard Tiles Set Up
This edition comes delivered with custom Dashboard Tiles. Share the delivered Dashboard Tiles with the newly created Customer roles by following the steps below.
NOTE: Follow this process for all roles.
In the Administrator role navigate to Setup à Dashboard Tiles à Roles Update
Target Role: This is the role created based on the default role that is part of SuiteSuccess implementation. Example: [Customer] – Controller
Source Role: This is the default role that is part of the SuiteSuccess Edition. Example: STR E –Controller
Click the Run Update button
Center Tab Setup
This edition comes delivered with custom Center Tabs. Share the custom Center Tabs with the newly created Customer roles by following the steps below.
In the Administrator role navigate to Customization à Centers and Tabs à Center Tabs
- Filter by the bundle ID of SuiteSuccess – Customization | ANZ STR bundle to assign each new Role to the Center Tabs
- Edit each custom Center Tab and include the appropriate newly created roles as listed in the Role and Center Tab Mapping below
- Click the Save button