Add Data Roles

This article provides instructions on adding Data Roles in a User, Admin or Client Access user Profile in ACE.

Add User Data Roles

1. Setup-Users-Profiles
2. Select User
3. Click Add under Data Roles
4. Select the roles using the check boxes
5. Click Save
6. Click Save once again in the Profile section

GIF Demonstrates Steps 1-6

 

Test Data Roles

1. Open the user profile you want to test
2. Click on the Become User button
3. Note any differences you observe while using the system as the user
4. Avoid making any actual actions or changes while logged in as the user
5. Log out of the user account
6. Log back in using your administrator credentials

Image Displays Become User