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Creating a System Role in Actionstep (Admin)

A system role refers to a defined set of permissions that are associated with specific user types. By creating unique system roles, administrators can tailor access and permissions for each individual's role within the company.

Note: Only admin users with authority can create new system roles.

 

To create a new system role:

  1. In Actionstep Practice Management, go to Admin > Users & Permissions. The Users & Permissions page appears.
  2. Click System roles on the right side of the page. The System Roles page appears, showing you a list of your existing system roles.
  3. Click Create new System role. The Create System Role window appears.
  4. Provide the following details in the General settings section:
    • Role name: Provide a name for the role. (This option is required.)
    • Description: Enter an optional description, which will be visible in the system role list.
    • Password policy: If your organization uses password policies, click the drop-down list to select it.
    • Default rate sheet: Select the default rate sheet to use for time entry when a user does not have a rate sheet associated with their log-in credentials.
    • Allow heads-up rules: Toggle this option to on to allow users to automatically email data from any list around the system on a schedule. (See Setting Up Heads Up Rules to learn more.)

  5. Provide the following details in the Application permissions section:

    NOTE:  This section contains the system object permissions related to your system role. These permissions will control much of the way your users interact with the system.

    • Workflow: Toggle this option to on to set access/edit permissions for matter types, data collections, and features.
    • Workflow Admin: Toggle this option to on to set permissions to create matter types and data collections.
    • Trust Accounting: Toggle this option to on to set access/edit permissions for trust accounting features.
    • Trust accounting Admin: Toggle this option to on to set permissions to edit the trust and trust backup configuration.
    • Knowledge base: Toggle this option to on to set access permissions for your firm's knowledge base.
    • Knowledge base Admin: Toggle this option to on to set permissions for editing the firm's knowledge base.
  6. Toggle New matter templates to on so that when you're creating a matter from a contact record, you can define the role of the user, the selected contact, the default matter name and the template to use.
  7. Click Save to save your changes.

 

Additional Resources:

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