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This article provides instructions on adding Permission Roles in a User, Admin or Client Access user Profile in ACE.
Add User Permission Roles
- Setup - Users - Profiles
- Select User
- Click Add under Permission Roles
- Select roles using the check boxes
- Click Save
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Test Permission Roles
- Open the user profile you want to test
- Click on the Become User button
- Note any differences you observe while using the system as the user
- Avoid making any actual actions or changes while logged in as the user
- Log out of the user account
- Log back in using your administrator credentials
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