About the Actionstep Admin Page

Modified on Wed, 31 Jul at 5:30 PM

The Admin page in Actionstep contains tiles that link to specific settings for various parts of the system. From this page, you can also access/edit your subscription, perform data imports, and view audit logs.

NOTE: Only users with admin-level access to Actionstep can view and change settings in this area.

To access the Admin page:

In Actionstep, click the Admin link in the global navigation bar. The Admin page appears.

The following descriptions cover the different sections of settings you can adjust.

Title	Description
General settings	This is where you can add/change company details, logos, quick codes, timekeeping options, abbreviations, and date formats. You can also turn on/off feature previews.
Actionstep payments	Manage your clients' payments via credit card, online, or retainer.
Matter types	Create and manage the different types of matters you support.
Billing	Edit time entry preferences, invoice templates, disbursements, taxes, income accounts, and rate labels
Trust accounting	Manage your trust bank accounts and system accounts.
Users & permissions	Invite new users to your Actionstep system and change access / permissions.
Integrations	Review a list of integrations and connect with those you want to use.
Email & SMS	Configure inbound and outbound emails, and manage email aliases and email templates. Set up and manage SMS messaging and appointment reminders.
Document assembly	View a list of system and custom merge fields as well as access the Merge Field Test Tool and non-matter-specific document templates.
Custom list views	Review and manage all custom list views within Actionstep.
Divisions	Add, edit, and review divisions. (See What is a Division?)
Dashboards	Create and edit dashboards reports.
Accounting	Set up your accounts as well as edit your preferences and settings for using accounting. You can also configure your billing and trust accounting and connect to external accounting systems like Xero and QuickBooks.
Additional settings	Add and edit participant types, marketing mediums, tags, sales/purchase types, currencies, public holidays for calendars, participant relationship types, and gender classifications.
Your subscription	View your billing information, account payment setup, and Actionstep's terms and conditions.
Import data	Import billing, matters, custom data, contacts, and accounting information into your Actionstep system.
Audit logs	View the different auditing records and complete an accounting health check.