Configure global settings that control how your ACE portal behaves, including reporting, account search, client authentication, language support, and maintenance preferences.
Locate System Settings
Go to Setup → System
Portal Settings:
The Portal Settings section contains global settings that affect how your ACE portal behaves.
Field | Description |
|---|---|
Monthly Goal | Enter the agency's monthly goal amount. |
Monthly Fees Goal | Enter the agency's monthly fees goal amount. |
Login Page Message | Displays a custom message on the ACE login page. |
Default Client Upload Folder | Select the default folder where Client Access users upload files. |
Legal Case Allow Other Demos (Deprecated) | This setting is deprecated and no longer used. |
Maximum Report Rows | Limits the number of records returned by custom reports. The recommended limit is 100,000 rows. Enter -1 for no limit; unlimited results may affect performance. |
Maximum ETL Threads | Controls the maximum number of ETL threads that can run simultaneously. Contact InterProse Support before changing this value, as incorrect settings can affect system performance. The default is 10. |
Maximum Concurrent MMS Image Generations | Controls the maximum number of MMS images that can be generated at the same time. |
Require Additional Authentication for Client Access Users | Requires Client Access users to complete two-factor authentication when signing in. |
Client Access 2FA Trusted-Device Days | Determines how many days a trusted device can be used before two-factor authentication is required again. |
Text Message Vendor for Authentication Texts | Select the text message vendor used to send Client Access authentication codes. |
Default Bundle Selection for Payments/Plans | Automatically selects the current account when posting payments, creating payment plans, recording disputes, or filing bankruptcy. Bundle lists are also collapsed by default. |
Dispute Accounts Separately | Creates a separate dispute record for each selected bundled account. Each dispute must be managed independently. |
Include Original Demographics in Account Search | Enables the Include Original Demographics option in Accounts → Search. When selected, searches include both current and original demographic values, allowing users to locate accounts using previous information such as a former name or date of birth. |
Debug Debt Flags | Identifies debt flags that should be enabled for debugging purposes. This setting should be modified only under the direction of InterProse Support. |
Dispute Accounts Separately
When this option is set to true and multiple accounts are selected for dispute:
Each account will have a separate dispute record created.
Each account's dispute will need to be resolved separately.
Once a dispute is filed, the summary DISPUTED pill includes a quick link to the dispute record (including a link to a single dispute record for multiple bundle accounts when this option is set to false)
Language Support:
The Language Support section controls the languages available throughout the portal.
Field | Description |
|---|---|
English | check if yes/leave blank if no |
Spanish | check if yes/leave blank if no |
Maintenance Settings:
Maintenance Settings define the preferred method and maintenance window for InterProse to deploy new releases or patches to your ACE portal.
Field | Description |
|---|---|
Method* | Determines how new releases are applied. On Schedule: ACE updates are deployed automatically according to the configured schedule and maintenance window. On Demand: ACE sends an alert when a new release is available. Return to Maintenance Settings when you are ready to apply the release. |
Scheduled Day | Select the preferred day for scheduled deployments. InterProse recommends Sunday. This field is available when On Schedule is selected. |
Maintenance Window Start | Select the beginning of the maintenance window. InterProse recommends 7:00 PM. This field is available when On Schedule is selected. |
Maintenance Window End | Select the end of the maintenance window. InterProse recommends 11:00 PM. The maintenance window can end on the following day. This field is available when On Schedule is selected. |
When On Demand is selected, the Scheduled Day, Maintenance Window Start, and Maintenance Window End fields are not displayed.
Please Note
While ACE deployments or restarts are not daily occurrences, we reserve the right to deploy or restart the system at any time, 24/7, without prior notice.