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. 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.
If an account conducts multiple business activities, they will be displayed as different Sub-Account Types. 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. 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. Applying for an ACE Secure Data Portal Account.Introduction to an ACE Secure Data Portal Account.