--- title: "Navigating the ACE Home Page" slug: "navigating-the-ace-home-page" updated: 2026-04-16T17:00:59Z published: 2026-04-16T17:00:59Z canonical: "docs.interprose.com/navigating-the-ace-home-page" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.interprose.com/llms.txt > Use this file to discover all available pages before exploring further. # Navigating the ACE Home Page ## Home Screen When you log in to ACE, the first page displayed is your Home Page. This page includes the menu bar, utility bar, sidebar, and dashboard, along with quick-access panels that vary based on user permissions. The Home Page experience is role-based. Available panels, navigation options, and actions may differ depending on assigned permissions and worklist access. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2026-04-09 101032.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A36%3A55Z&se=2026-10-31T13%3A36%3A55Z&sr=c&sp=r&sig=zLCM7TJSX2AHjPKbSE1lCplwHjnoXDH0JfrpGferU3c%3D) Image Displays ACE Home Page ### Home Page Panels The Home Page includes panels that provide quick access to common actions. The panels displayed depend on the user’s permission roles. - Admins and users with appropriate permissions will see multiple panels that link to available system functions. - Selecting New Account directs users to the ETL page, where a profile can be created and used to load accounts. - Agents and users with manual account add permissions will be directed to the Manual Account Add page when selecting New Account. - Worklists panel visibility depends on assignment: - Users who are not assigned to any worklist will not see the Worklists option. ### Profile User contact information as set by the ACE administrator. Individual users can change if needed. Email address is used for password resets. ### Change Password Users can update their password themselves as long as they know the current password. (If not then they must do a password reset.) Passwords must follow Password Rules for Strong Passwords. Accepted password characters ! # $ * . - _ ^ % ? = @ & , ; < > = ~ ### Charges Admins can view and manage invoices. Refer to [Viewing and Managing ACE Monthly Charges](/v1/docs/viewing-and-managing-ace-monthly-charges) for details. ### File Manager Serves as a quick link to the File Manager to perform common file operations such as creating, opening, renaming, copying, moving and deleting files and folders. Refer to [About File Manager](/v1/docs/about-file-manager) for more details. ## Menu bar The Menu bar contains drop-down menu and sub-menu links to navigate the system. The viewable menus are specific to the users' role, defined by the system administrator. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/homemenu.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A36%3A55Z&se=2026-10-31T13%3A36%3A55Z&sr=c&sp=r&sig=zLCM7TJSX2AHjPKbSE1lCplwHjnoXDH0JfrpGferU3c%3D) GIF Demonstrates Various Menu Bar Selections ## Utility Bar The blue Utility Bar contains a quick Account View, Transaction Post, Document search box, or Dispute#, Phone search box, Worklist drop-down menu, Print link, and Logout link. The Utility Bar is blue and just below the gray Menu Bar. It is always present, no matter where you are in ACE. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Toolbar.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A36%3A55Z&se=2026-10-31T13%3A36%3A55Z&sr=c&sp=r&sig=zLCM7TJSX2AHjPKbSE1lCplwHjnoXDH0JfrpGferU3c%3D) Image Displays Toolbar > Note: To search by Dispute ID, the user must have the ACCOUNT_DISPUTE_SEARCH permission. This may be included in the Manage - Disputes role. If not, an administrator can contact support to request it. ### Utility Bar Toggle Feature There is a toggle feature available in the Utility Bar that allows you to toggle between Account View, Transaction Post, and Documents. > [!CAUTION] > Note > > The selected page stays active until you use the toggle to switch to a different page. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Toggle Feature.gif?sv=2026-02-06&spr=https&st=2026-10-31T12%3A36%3A55Z&se=2026-10-31T13%3A36%3A55Z&sr=c&sp=r&sig=zLCM7TJSX2AHjPKbSE1lCplwHjnoXDH0JfrpGferU3c%3D) GIF Demonstrates Toggle Feature | Field | Function | | --- | --- | | Account | - Search an account by entering the ACE Debt ID, Bundle ID, or Client’s Account Number. - The Account search box can also be toggled to a “Transaction” search box. When entering an account number, it will take the user to a Post Transaction screen. - If an account is found, the account will display. If not, it returns the search screen for an advanced search. | | Magnifying Glass | Takes you directly to the advanced search screen. | | List Icon | List of recent search results. | | Phone | Search an account by using a phone number associated in the account demographics. | | Case # | Search for Judgment Accounts. | | Worklist dropdown | Displays all your worklists that have accounts that are available to be worked today. The number in parentheses indicate the number of accounts in the worklist available to be worked today. | | Recent Accounts | Displays a list of accounts recently worked or viewed. | | Alerts | Displays your alerts. The number in parentheses indicates the number of alerts. | | Time | Displays your current time spent in dead time (not working account). | | Print Icon | Print link allows the user to print the current page. | | Logout Link | Ends the user’s session. | ### Sidebar The sidebar contains links to navigate the system. The links listed on the sidebar are relevant to the current screen the user is at. Sidebar links are specific to the user's role as defined by the system administrator. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/ACE%20sidebar(1).png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A36%3A55Z&se=2026-10-31T13%3A36%3A55Z&sr=c&sp=r&sig=zLCM7TJSX2AHjPKbSE1lCplwHjnoXDH0JfrpGferU3c%3D) Image Displays Sidebar #### Sidebar Expand/Collapse Functionality: The sidebar can be expanded and collapsed to suit your workspace preferences. ![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2025-02-04 092416.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A36%3A55Z&se=2026-10-31T13%3A36%3A55Z&sr=c&sp=r&sig=zLCM7TJSX2AHjPKbSE1lCplwHjnoXDH0JfrpGferU3c%3D) Image Displays Expandable Menu Toggle Button ### Dashboard The Dashboard provides users with access to a range of tabs and panels that pertain to collections, goals, and recent accounts. Administrators can [customize](/v1/docs/adding-and-editing-dashboard-panelsboard) the panels to show agent-specific information. Agents will see goals based on their user settings, while only the Administrator can access "Company Goals" and Agency-related information. | Tab | Content | Details | | --- | --- | --- | | Goals | Metrics based on user’s commission goals | - My Pace-Progress toward your goals as set by your ACE administrator. - My Goals-Reports on your daily, weekly, and monthly goals based on the monthly goals set by your administrator. | | Recent | Recent Accounts | Displays a list of recently accessed accounts. | | Detail | Metrics based on user’s productivity | - Agent Promises-Promise payments - Agent Payments-Secure payments - My Collections- Details on commissions collected over a variety of time periods. - Agent Productivity- Provides metrics on agent productivity in ACE on a variety of points. Hover on the column header to see the complete name for the header. - Callbacks- Contains a list of accounts in your worklist that have been designated as needing a call back. (Also appear as alert.) | ### ###