---
title: "Add Data Roles"
slug: "add-data-roles-2"
updated: 2023-07-19T13:20:30Z
published: 2023-07-19T13:20:30Z
canonical: "docs.interprose.com/add-data-roles-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/data%20roles.gif?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)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

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/become%20user(1).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A39%3A14Z&se=2026-10-31T17%3A39%3A14Z&sr=c&sp=r&sig=Gc7apqaah7zbvFdLmQtTRff6lcPQ2XrmG5bEERvAOto%3D)Image Displays Become User

Client Access Data RolesEnsure that you choose the *specific* Client when assigning Data Roles to a Client Access User. 

If the incorrect Data Role is assigned, locate the Data Roles section and click the Delete Button (red X) next to the role. This will prompt you to delete the role. Click the Yes button to confirm the delete.

define which accounts the user will be able to access; it is common to give agent users access to accounts for all clients. Users can be limited to specific clients if desired.

a feature in ACE to test user profiles, verify changes, and ensure that the user will be able to access information and perform actions as expected without compromising the integrity of the user's account