Help Center

Using the Updated Practice Management Toolbar

In Practice Management, you can access and use a new toolbar, which provides an updated and more modern user experience.

 

To enable and use the toolbar:

  1. In Practice Management, click your profile name in the global toolbar. The My Profile page appears.
  2. In the Your Application Settings section, toggle New Actionstep navigation to on.
  3. Click Save to save your changes.

Note: Firm admins can enable or disable the new toolbar at the firm level by going to Admin > General settings > Feature preview > Global Header Redesign. When enabled at the firm level, any user-level preferences will be ignored. You may need to refresh your browser cache to see updates you make to your toolbar preference.

Once enabled, the toolbar will be updated to use more modern icons:

NewToolbarReleaes.png

 

You'll also notice the gray menu bar that was previously above this global toolbar is no longer visible. Options on that toolbar—like your user profile, Help, and access to Admin settings—have been moved to the main toolbar:

To access your organizational/firm information, click the Actionstep icon in the top-left corner of the page:

Please note, if you've enabled this option for your individual profile, you can disable it again by clicking your profile icon and choosing Manage Profile. Then toggle New Actionstep navigation to off.

Updated