Client Access: Example Login Procedure

Prev Next

Login Process

  1. Open your Internet browser and enter the provided URL.

  2. Bookmark this page for quick future access.

  3. In the login box, enter your username and password provided by the ACE administrator.

  4. Click "Sign In" to begin.

  5. The first time you log in, you will be required to verify or update your contact information on the My Profile page.

  6. Create a strong password that adheres to Password Rules for Strong Passwords.

Image Displays My Profile Page


 Password Rules for Strong Passwords

ACE requires the use of a strong password. The password must be at least 12 characters long and contain the following types of characters:

  • Uppercase letter

  • Lowercase letter

  • Number

  • Punctuation character: ! # $ * . - _ ^ % ? + @ & ( ) ; < > = ~


Password Reset Made Easy

  • Click "Did you forget your password?" on the login screen.

  • Provide your email address and select "Reset Password."

  • Check your inbox for an email containing your new password.

  • Log in using your existing username and new password.

  • Customize your password from the temporary one by selecting "Change Password" under "Home" in the Menu bar.

Client Access Configuration

You can customize Client Access settings to either restrict or grant varying levels of access to client accounts. Adapt your procedures according to your chosen configurations.

You have the option to add extra authentication steps for Client Access Users. If you decide to enable this feature, make sure to provide instructions to your clients. To learn more, take a look at How Do I Setup Additional Authentication for Client Access Users?