For details, please review our Managing User Access - User Guide to learn more on creating new users, assigning access privileges, and deactivating user accounts. Within the ACE Portal, Account Owners (or Proxy Account Owners) can add existing users to an account and manage their access across Sub-Accounts down through lower levels of an account structure (i.e., a permitted Broker location). This will prevent the client company from establishing their own ACE Portal Account. The table below outlines lower level activities, as they relate to select business activities.ĭO NOT associate the corporate identifier of your client to your ACE Portal Account structure. Within this structure, as more employees join the company, their access can be managed across the various Sub-Accounts and lower (as applicable). For example (illustrated below) there is a Top Account, multiple business activities, and several Sub-Accounts. Larger Companiesįor larger companies, or as companies expand operations, Portal accounts, access and structure may be customized to align with their business operations.
![u he ace key code u he ace key code](https://plugmon.jp/files/uploads/2020/04/wp-code-blur.jpg)
Within this structure, as more employees join the company, they can be added as users to the single Sub-Account. The image to the right illustrates this simple structure, that is only made up of a Top Account, one business activity, and one associated Sub-Account. This scenario is likely when there is a small to medium sized business that is aligned to a single business activity. Smaller Companiesįor smaller companies, the Account Owner may be the single user and therefore assume all user functions. We've outlined some examples below of different account structures to illustrate how an account may be structured for either smaller or larger companies. They may limit access to select Sub-Accounts, or further components (i.e. Sub-AccountsĪccount Owners are able to govern which sub-account(s) a user is able to access. Where prompted, provide necessary corporate information in steps one through four and submit.ĭid you know that a corporate identifier cannot exist in multiple ACE Portal accounts? If your company establishes multiple ACE Portal accounts and you attempt to add a corporate identifier from one of your existing accounts, the system will generate an error that prevents you from reusing the existing corporate identifier.In the Task Selector portlet, select the business activity from the Select Account Type drop down and click "Go".From the ACE Portal landing page, select the Accounts tab.For all other activities, an Account Owner will need to follow the steps outlined below: Account Owners looking to add a broker, carrier, or filer Sub-Account Type to their account should contact ACE Support.
![u he ace key code u he ace key code](https://memeguy.com/photos/images/yo-adrian-356437.jpg)
If at a later date a company needs access to additional Sub-Account Types, these may be added by the Account Owner, by providing the necessary identifying information. If an account conducts multiple business activities, they will be displayed as different Sub-Account Types.
![u he ace key code u he ace key code](https://craftssapje.weebly.com/uploads/1/3/3/1/133191174/692891617_orig.png)
broker, protest filer, etc.), as identified during the application process, is automatically established as a Sub-Account under the Top Account. When accounts are initially created, the Account Owner is aligned to the Top Account, which links all subsequent account components (sub-accounts, business activity access, and users) together.
![u he ace key code u he ace key code](http://lasopavehicle671.weebly.com/uploads/1/2/5/4/125406948/519096655.png)
The following provides advanced details on how accounts may be structured and how Account Owners may go about managing their Top Account, Sub-Accounts, and users.