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.