A system user is a member of your organization who accesses and uses Actionstep. System users are always linked to a contact record in Actionstep, which means that all the matters, time records, tasks, and any other item that is assigned to a contact record can be viewed to see what that staff member has been doing in the system. (Only admin users with authority can add users to your system. (See Understanding 'Administrator with Authority' Subscriptions to learn more about this role.)
NOTES:
When adding a new system user, you can set system roles. These set different permissions for different staff members. Depending on the system role, you can either allow or restrict certain areas the user can access within the system.
Additionally, if a system user is deleted, the contact record will still be available, so all previous activity from that user will still be viewable. (See Configuring System Roles and Data Permissions for more information.
When adding a new system user, you can set system roles. These set different permissions for different staff members. Depending on the system role, you can either allow or restrict certain areas the user can access within the system.
Additionally, if a system user is deleted, the contact record will still be available, so all previous activity from that user will still be viewable. (See Configuring System Roles and Data Permissions for more information.
To view a list of system users:
- In Actionstep, go to Admin > Users & permissions. The Users & Permissions page appears and shows you all of your users, along with a marker that indicates their role.
- Complete any of the following optional steps:
- Click Edit for a specific user to make adjustments to their profile.
- Click the list icon.
The System User Logins List appears and shows you additional information about your users, including their active/inactive status, whether they're an admin with authority, and whether they've enabled multi-factor authentication (MFA). - Click the Filter drop-down list to further refine the list of users you're viewing.
Related Articles:
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article