The Admin page in Actionstep Practice Management contains tiles that link to specific settings for various parts of the system. From this page, you can also access/edit your subscription, perform data imports, and view audit logs.
NOTE: Only users with admin-level access to Actionstep can view and change settings in this area. To give admin access to a user who currently does not have it, go to Admin > Users & permissions > [select the user in the User list]. In the User preferences section, click System role and choose the admin level you want assigned.
To access the Admin page:
- In Practice Management, click the Admin link in the global navigation bar. The Admin page appears.
The following descriptions cover the different sections of settings you can adjust.
| Title | Description |
| General settings | This is where you can add/change company details, logos, quick codes, timekeeping options, abbreviations, and date formats. You can also turn on/off feature previews. To learn more about these settings, see the following:
|
| Matter types | Create and manage the different types of matters you support. To learn more, see About Matter Types. |
| Billing | Edit time entry preferences, invoice templates, disbursements, taxes, income accounts, and rate labels. To learn more, see:
|
| Trust accounting | Manage your trust bank accounts and system accounts. To learn more, see Setting Up Trust (or Client) Accounting (Admin). |
| Users & permissions | Invite new users to your Actionstep system and change access / permissions. To learn more, see:
|
| Integrations | Review a list of integrations and connect with those you want to use. |
| Email & SMS | Configure inbound and outbound emails, and manage email aliases and email templates. Set up and manage SMS messaging and appointment reminders. To learn more, see: |
| Document assembly | View a list of system and custom merge fields as well as access the Merge Field Test Tool and non-matter-specific document templates. To learn more, see: |
| Custom list views | Review and manage all custom list views within Actionstep. To learn more, see:
|
| Divisions | Add, edit, and review divisions. To learn more, see: |
| Dashboards | This section of the Admin settings is no longer supported. |
| Accounting | Set up your accounts as well as edit your preferences and settings for using accounting. You can also configure your billing and trust accounting and connect to external accounting systems like Xero and QuickBooks. To learn more, see this complete list of Accounting setup topics. |
| Additional settings | Add and edit participant types, marketing mediums, tags, sales/purchase types, currencies, public holidays for calendars, participant relationship types, and gender classifications. To learn more, see: |
| Your subscription | View your billing information, account payment setup, and Actionstep's terms and conditions. To learn more, see About the Actionstep Billing Portal. |
| Import data | Import billing, matters, custom data, contacts, and accounting information into your Actionstep system. To learn more, see Importing Your Data into Actionstep. |
| Audit logs | View the different auditing records and complete an accounting health check. |
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