Admin User Functions
    • 08 Dec 2023
    • 1 Minute to read
    • Contributors
    • PDF

    Admin User Functions

    • PDF

    Article summary

    Admin Users play a pivotal role in overseeing and managing various aspects of the ACE system, performing a range of duties, including:

    1. User and Role Management:

      - Create and manage user accounts.

      - Assign roles and permissions to users.

    2. Client and Commission Management:

      - Manage client information and configurations.

      - Set up commissions for clients and users.

    3. Communication Hub:

      - Act as the primary communicator with InterProse's support staff.

      - Receive all communications related to ACE.

    4. Accounting Functions:

      - Manage accounting functions.

    5. Job Management:

      - Create and manage jobs.

    6. Commission Setup:

      - Configure commissions for clients and users.

    7. User Assignment:

      - Assign users to specific roles.

    8. Account Loading:

      - Load and manage accounts.

    9. Workflow, Worklist, and Form Management:

       - Design and implement workflow processes.

       - Create and manage worklists.

    Note

    The primary administrator is required to use "admin" as their username in ACE. Additional admins that are added can have custom usernames.


    Was this article helpful?

    Changing your password will log you out immediately. Use the new password to log back in.
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    ESC

    Eddy AI, facilitating knowledge discovery through conversational intelligence