User Interface Templates can be modified for Client Access
- Setup-User Interface-Client Access
- Select the desired UI for creation or editing.
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- Go through each section systematically.
- To make a field visible, click on it to turn it green.
- To mark a field as required, click on the pill twice to turn it red.
- Apply
allow companies to arrange the way they want their users to view the account page and what type of data they want their users to view in the summary section of an account.
Setup-User Interface
- Account Summary
- Account View
- 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.
