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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)
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Add an Admin User
- Setup - Users - Profiles
- Open Admin User
- Clone
- Update all required fields
- Save
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Add a Client Access User
- Setup - Users - Profiles
- Open Client Access User
- Clone
- Update all required fields
- Save
- See additional Client Access User Interface (UI) setup options
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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 ! # $ * . - _ ^ % ? = @ & , ; < > = ~
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