To view balances in the Dashboard, ensure that you have one of the following user roles:
- Admin
- A custom role with the
View balancespermission
To see an entity's balance, you must use the client view in the Dashboard, not the view of the specific entity. The client view displays the balances for all entities you have access to.
Follow these steps:
- Sign in to the Dashboard.
- In the Business entity selector, select the client view.
- Go to Business account > Balances.
- Select the List view icon.
- Open the dropdown for the relevant entity.
The Collateral balance is displayed, along with the other balances for this entity.