Portal Setup and Client Access

The Actionstep Client Portal is a secure way for firms using Actionstep to share documents and messages with external parties. This article will show you how to enable the client portal on a matter type.

Enabling the client portal on a matter type is easy. Here are the steps you need to follow:

1. Log in to Actionstep and go to the Admin page, which is located at the top right of your Actionstep page

2. Click on the Matter types tile

3. Scroll down to the matter type you want to enable the portal on and click on the settings button

4. Click on Matter type settings

5. Scroll down to the Client portal section

6. Here, you will need to select the participant types you would like to give client portal access to. (Find out more about permissions here add-link)

7. Click Save

8. You will need to grant access to users to do this, Open up the Matter and click on the portal icon

9. Select each participant who needs access to the portal and grant them permission by clicking on the box under Portal Access and click save. Note that the permissions you set up in Admin will be inherited by the user

Once you have granted access, an email will be automatically sent to the user, inviting them to join the Portal.