This article provides steps on adding and saving a user profile for agents, admins, or client access users in ACE.
Adding an Agent or Manager User
To create a user profile, follow these steps:
- Setup -> Users -> Profiles
- Update all required fields
- Save
- See additional agent specific setup (Add User Commission to Profile, Creating User Commissions, Agent Goals Section)
Gif Demonstrates Adding an Agent User or Manager User
Add an Admin User
- Setup -> Users -> Profiles
- Open Admin User
- Clone
- Update all required fields
- Save
GIF Demonstrates Cloning an Admin User
Add a Client Access User
- Setup -> Users -> Profiles
- Open Client Access User
- Clone
- Update all required fields
- Save
- See additional Configuring the Client Access User Interface (UI) setup options
Please Note
Client Access User Profiles are only allowed to have:
- The "CLIENT_ACCESS" permission role.
- Permission roles that have no permissions. These can be used in a SQL or Inventory Designer report to provide the Client Access User access to the report, so long as they have the appropriate configuration in the Client Access UI Configuration assigned to the Client Access User Profile.
GIF Demonstrates Adding a Client Access User
Configuring User Access
After saving the user profile, complete the following steps to ensure proper access:
- Assign Permission Roles and Data Roles based on the user type.
- Provide Temporary Password.
Important Points
- Custom URL Sharing: ACE administrators should share the custom URL with users needing ACE application access.
- Verifying and Updating Contact Information: Users will be prompted to verify or update their contact information (Name, Phone Number, E-Mail address) on the My Profile page.
- Changing Temporary Password: Users must change their temporary password upon login for improved security.
- Password Requirements: Accepted password characters ! # $ * . - _ ^ % ? = @ & , ; < > = ~