Remove Bank Reconciliation Portlet from the Dashboard

If you wish to prevent users with specific roles from adding the portlet back, you will need to remove the relevant permission from the role by following these steps:

  1. Navigate to Setup > Users/Roles > Manage Roles.
  2. Locate the role and click the Edit option.
  3. Go to the Permissions tab and under the Transactions subtab, remove the Reconcile permission.

Please note that removing the Reconcile permission will also remove access to the following functionalities:

  • Bank Reconciliation Summary portlet
  • Match Bank Data task
  • Reconcile Account Statement task
  • Reconcile Bank Statement task
  • Reconcile Credit Card Statement task
  • Reconciled Statements task
  • SMT Links portlet
  • Status task

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