The Admin page in Actionstep Practice Management contains tiles that link to specific settings for various parts of the system. From this page, an admin user can also access/edit your firm's subscription, perform data imports, and view audit logs.
NOTE: There are two levels of admin access in Actionstep: Admin and Admin with Authority. An Admin can perform all actions available in the Administrator area of Actionstep with the exception of adding, removing, and otherwise managing Users & Permissions—which only an Administrator with Authority can do. Basically, any tasks that can change the terms of your subscription are available to only admins with authority.
To give one of these levels of access to a user who currently does not have it, an Admin with Authority can 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 give one of these levels of access to a user who currently does not have it, an Admin with Authority can 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: |
| 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: |
| Builder or Capture | These tiles may appear if you're using Actionstep Builder or Actionstep Capture. These sections give you access to setup and manage options for these respective products. To learn more, see About Actionstep Builder and About Actionstep Capture. |
| Your subscription (located on the right side of the page) | View your billing information, account payment setup, and Actionstep's terms and conditions. To learn more, see About the Actionstep Billing Portal. |
| Import Data (located on the right side of the page) | Import billing, matters, custom data, contacts, and accounting information into your Actionstep system. To learn more, see Importing Your Data into Actionstep (Admin). |
| Audit logs & reports (located on the right side of the page) | View the different auditing records and complete an accounting health check. |
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