ACE Management View (n):-A feature that enables users to configure and manage access levels for a designated group of contacts, allowing controlled visibility and permissions within a system or platform.
The ACE Management View (Access Control and Engagement Management View) provides a centralized interface where users can:
- Group contacts based on roles, departments, locations, or custom criteria.
- Assign access levels (e.g., read-only, edit, admin) to those groups.
- Set permissions that determine what information or resources each group can view or interact with.
- Monitor and audit access history for compliance or security tracking.
- Apply policies dynamically across multiple contacts without managing each individually.
Key Functions:
| Functionality | Description |
|---|---|
| Contact Grouping | Organize multiple contacts into logical groups for easier permission management. |
| Access Level Assignment | Set tiered permissions (e.g., Viewer, Editor, Admin) per group. |
| Role-based Control | Align access rules with organizational roles or job functions. |
| Batch Updates | Apply changes to permissions across a whole group instantly. |
| Security Compliance | Helps ensure only authorized users can access sensitive data. |
Use Case Examples:
- In a CRM platform, a sales manager can use ACE Management View to allow only regional reps to view their territory’s client information.
- In a document management system, an HR group can be given edit rights to personnel files, while others have view-only access.
- In a collaboration tool, internal teams can have full access to project folders, while external clients have limited access.
Benefits:
- Efficiency: Reduces manual work by applying access controls to groups rather than individuals.
- Scalability: Easily manage access as the organization grows.
- Security: Minimizes risk by ensuring appropriate access.
- Flexibility: Adaptable to changing organizational needs and structures.