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How To Add New Users In Actionstep

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How To Add New Users In Actionstep

478 views June 26, 2020 2:46

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ChannelActionstep

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For more information - support.actionstep.com/hc/en-us/articles/360008…

#actionstep #legaltech #lawfirms #remoteworking

About this tutorial

Actionstep published this 2:46 video tutorial on June 26, 2020. It has been watched 478 times on YouTube.

Channel
Actionstep
Duration
2:46
Published
June 26, 2020
Views
478
Likes
2

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Further reading

  • Adding/Archiving Ledger Accounts – Actionstep support.actionstep.com

    To add a new account, you will firstly need to access the 'Master Accounts' list. Click on the drop-down field for 'Display' and select 'Master Accounts', as per the screenshot below. This will change the view of the ac…

  • Adding/Removing System Users – Actionstep support.actionstep.com

    Adding System Users. To add a new system user, navigate to: Admin-> Users & Permissions . Then, click on the 'Invite new user' button, which will take you to the 'Add new user' page. You need to create a contact record…

  • New User - Creating Your First Matter – Actionstep support.actionstep.com

    A file note can be captured to communicate and store information about the matter which can be accessed by other users to track progress and updates. A tag can be chosen to denote the nature of the file note. Create Mat…

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