Adding Users

  • Updated on Nov 29, 2023
  • Published on Jun 23, 2023
  • 1 minute(s) read
  • Gina Magana
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This article provides steps on adding and saving a user profile for agents, admins, or client access users in ACE.


Adding an Agent or Manager User

To create a user profile, follow these steps:

  1. Setup - Users - Profiles
  2. Update all required fields
  3. Save
  4. See additional agent specific setup (Add User Commission to Profile, Creating User Commissions, Agent Goals Section)


Create a new userGif Demonstrates Adding an Agent User or Manager User 

 



Add an Admin User

  1. Setup - Users - Profiles
  2. Open Admin User
  3. Clone
  4. Update all required fields
  5. Save


Create a new admin userGIF Demonstrates Cloning an Admin User

 



Add a Client Access User

  1. Setup - Users - Profiles
  2. Open Client Access User
  3. Clone
  4. Update all required fields
  5. Save
  6. See additional Client Access User Interface (UI) setup options 


Create a new client access userGIF Demonstrates Adding a Client Access User


 


Configuring User Access

After saving the user profile, complete the following steps to ensure proper access:

  1. Assign Permission Roles and Data Roles based on the user type.
  2. Provide Temporary Password.


Important Points

  1. Custom URL Sharing: ACE administrators should share the custom URL with users needing ACE application access.
  2. Verifying and Updating Contact Information: Users will be prompted to verify or update their contact information (Name, Phone Number, E-Mail address) on the My Profile page.
  3. Changing Temporary Password: Users must change their temporary password upon login for improved security.
  4. Password Requirements: Accepted password characters   !  #  $  *  .  -  _  ^  %  ?  =  @  &  ,  ;  <  >  =  ~  


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Add Permission Roles

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Clone a User