This article can help you troubleshoot missing toolbar menus, understand how menu permissions affect what you see, and find menus that may have moved or been renamed.
Switching Back to the Previous Toolbar
Since 15 September 2026, the updated toolbar is used by all Practice Management systems. You can no longer switch back to the previous toolbar, and admins can't turn the updated toolbar off for your firm.
If you have feedback about the updated toolbar, you can send it to the Product team through the Actionstep Roadmap. See Viewing the Actionstep Roadmap to learn how.
Troubleshooting a Missing or Blank Toolbar
If the toolbar is missing, appears blank, or shows only some items (for example, only Admin, Help and My Profile, work through the following steps to attempt to resolve it.
Notes:
• When there isn't enough room to show every menu, some menus move into the
More menu.
• Which menus you see on the toolbar (such as Time,
Billing or Trust) depends on the menu permissions
your admin has assigned to your system role. If a menu is missing for you but
not for colleagues, ask your admin to check your role's menu permissions. (See
Configuring Menu Permissions (Admin)
to learn more.)
To troubleshoot the toolbar:
- Refresh the page, or sign out of Actionstep and sign back in.
- Clear your browser's cache and cookies, then sign in again. (Check your browser's help system to learn how to do this.)
- Open a private window (InPrivate in Microsoft Edge or Incognito in Google Chrome) and sign in to Actionstep there.
- Try a different browser, such as Microsoft Edge or Google Chrome.
- Ask a colleague whether they see the same problem.
If the toolbar works in a private window or another browser, the problem is caused by cached data or a browser extension in your usual browser.
If the toolbar is still missing for several users, submit an Actionstep Support request and include a screenshot, the browser you are using, and when you first noticed the problem.
Customizing the Toolbar
You can't change the color of the toolbar, change the order of the menus, or add your own shortcuts to it.
Admins control which menus each system role can see through menu permissions. See Configuring Menu Permissions (Admin).
Updated