ACE User Profiles

User profiles are integral to ACE as they define user access, permissions, and data roles. Administrators can create and manage user profiles efficiently, ensuring proper access levels and data security. 

Regularly reviewing and updating user profiles enables organizations to adapt to evolving requirements while maintaining a secure and streamlined ACE environment.

User Profiles Overview

• User profiles in ACE determine user access, permissions, and data roles.
• Tailor each profile to specific roles and responsibilities within the system.

User Types in ACE

• User is any individual that has access to ACE. Company users are typically Agents/Collectors. 
• Client Access allows your company's clients to access information in their accounts. 
• Admin is the ACE application manager and primary customer contact for ACE support.

Creating User Profiles

• Clone existing profiles and customize them for individual users.
• This approach ensures consistency and reduces setup time.

Read Adding Users and Clone a User for specific instructions.

Permission Roles

• Permission roles define areas of ACE accessible to users and actions they can perform.
• Customize roles based on user responsibilities and needs.

Read Add Permission Roles for more information.

Data Roles

• Data roles specify the accounts or clients users can access in ACE.
• Assign data roles to restrict or grant appropriate data access.

Read Add Data Roles for more information.

User Profile Management

• Regularly review and update user profiles as organizational needs evolve.
• Exercise caution when modifying permission and data roles to maintain data security.
• Maintain uniformity across user profiles for ease of administration.