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Access the CAM dashboard for customized roles

Note: To view the Alias match pie chart on the CAM Dashboard, you must either create a role in NetSuite with all the required permissions or use Celigo integrator.io Full Access w/o 2FA [Locked] as a reference and assign it to the respective integration employee.

To access the CAM dashboard for customized roles, follow the below steps:

  1. Log in to NetSuite using your credentials.
  2. Go to Setup > Customization > Scripting > Scripts
  3. Under the Filters, type Suitelet and under the From Bundle drop-down, select the Bundle ID.
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  4. Click on the Cash Application Manager Dashboard, and select Deployments.
  5. Click on Edit to edit the CAM Dashboard Script.
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  6. Click on Links and add Accounting Center under Center, Cash Application Manager under Section.
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  7.  Click on Save.
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