Client Access Configuration

Client Access refers to the ability for clients to access specific features and information within the ACE system, such as reports, invoices, and a documents folder for managing documents.

Admins can control and customize this access through the Client Access User Interface in Setup, allowing clients to view and interact with relevant data based on their needs.

1. Go to Setup → User Interface → Client Access

2. Complete all Sections

3. Client Access Configuration Section

   1. Select the User Interface Template (ex Client Access UI Template)

4. Account Creation Section

   1. Enable Add Account: allows client access users the ability to add an account

   2. Enable Itemization: allows client access users the ability to add itemization details

   3. Enable Itemization Transactions: allows clients to enter individual itemization transactions

   4. Enable Cancel Account: allows clients to cancel an account

   5. Fields: limit fields clients can access related to accounts (ex assigned date, client last invoice)

   6. Itemization Transaction Types: limit itemization transaction types clients can enter

5. Forms Section

   1. (Optional) Select relevant forms

6. Notes Section

   1. Show Notes: enable to display notes to clients

   2. Types: select the types of notes to display

   3. Fields: limit fields clients can access related to notes

7. Demographics Section

   1. Show Demographics: click to enable

   2. Types: select demographic type (primary, co maker, spouse etc)

   3. Fields: select demographic field types (address, date of birth, name etc)

8. Address Section

   1. Show Address: click to enable

   2. Fields: select the fields- note many of these fields will only appear in the lists and won’t be available when creating a new entry

9. Phones Section

   1. Show Phones: click to enable

   2. Show Phone Logs: click to enable

   3. Fields: select the fields- note many of these fields will only appear in the lists and won’t be available when creating a new entry

10. Emails Section

    1. Show Emails: click to enable

    2. Fields: select the fields- note many of these fields will only appear in the lists and won’t be available when creating a new entry

11. Bundle Section

    1. Show Bundle: click to enable

    2. Fields: select fields

12. Transactions Section

    1. Show Scheduled Payments: click to enable

    2. Show Transactions: click to enable

    3. Show Bundled Transactions: click to enable

    4. Show Transaction Types: select the transaction types

    5. Additional Transaction Fields: select additional transaction fields (optional)

    6. Transaction Approval Required: When this option is selected, transactions submitted by the client will NOT post immediately to the account. Instead they must first be approved via the Pending Transactions page (located in the Clients Menu).

    7. Enable Adjustment Posting: click to enable

    8. Enable NSF Posting: click to enable

    9. Enable Direct Payments: click to enable

    10. Enable Overpayments

    11. Payment Destination: Select from the dropdown

13. Account Documents Section

    1. Show Accounts Documents: click to enable

14. Client Visible Action Paths Section

    1. Select Action Path from dropdown (optional)

15. Documentation Section

    1. Help Link: add a new URL to override the Get Help Link

16. Copy Template Section

    1. Copy to Template: copy this template configuration to another template

17. File Manager Settings Section

    1. Allow access to Client folders in File Manger: click to enable

18. Apply to save changes