Adding Users

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:

1. Setup - Users - Profiles
2. Update all required fields
3. Save
4. 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

1. Setup - Users - Profiles
2. Open Admin User
3. Clone
4. Update all required fields
5. Save

GIF Demonstrates Cloning an Admin User

 

Add a Client Access User

1. Setup - Users - Profiles
2. Open Client Access User
3. Clone
4. Update all required fields
5. Save
6. See additional Client Access User Interface (UI) setup options 

GIF Demonstrates Adding a Client Access User

 

Configuring User Access

After saving the user profile, complete the following steps to ensure proper access:

1. Assign Permission Roles and Data Roles based on the user type.
2. Provide Temporary Password.

Important Points

1. Custom URL Sharing: ACE administrators should share the custom URL with users needing ACE application access.
2. 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.
3. Changing Temporary Password: Users must change their temporary password upon login for improved security.
4. Password Requirements: Accepted password characters   !  #  $  *  .  -  _  ^  %  ?  =  @  &  ,  ;  <  >  =  ~  

Related Articles

Add Permission Roles

Add Data Roles

Clone a User