Create a Prospector User

CREATE A PROSPECTOR USER

You must be a client admin to create or update an user. Conact your Tier1 account manager or customer success manager if you should be an admin for your firm.

To create a new Prospector user,

1. Go to https://aceprospector.com/, login as your user and then click on the Admin button top right of the screen.

2. On the top left screen, click Manage Users tab and then click Create New User.

3. Populate the username, name, email, access scope and then use either submit and close or submit and new. Email & username should match.

   

If you do not want the users to receive an email to set their password, and you want them to reset their password themselves, uncheck the send email checkbox. We do not recommend this workflow.

This feature is intended for creating multiple users before a launch date so users do not get a message ahead of time.

4. The users will receive an email to set their password.

UPDATE A PROSPECTOR USER

If you need to update a user’s name or the user has a new email address, you can edit the user.

1. Go to https://aceprospector.com/, login as your user and then click on the Admin button top right of the screen.

2. On the top left screen, click Manage Users tab.

3. Use the filters or scroll down to find the user’s name and click edit. The edit column is the last column.

4. Update the name or username/email and save.