Adding and Managing Users in Actionstep Payments

In this article:

• Navigating to the Manage Users Section of Actionstep Payments
• Creating a New Payments Portal User
• Removing a Payments Portal User
• Changing Your Password

When Actionstep Payments is first set up in your system, sign-in credentials are created for your firm to access the Actionstep Payments Portal. If you want to have other credentials for other staff members that you want to give access to the Actionstep Payments Portal, you can add these users.

Navigating to the Manage Users Section of Actionstep Payments

To access your list current users and add new users to the Actionstep Payments Portal:

1. Sign in to the Payments Portal.
2. Open the Actionstep Payments Admin page (Admin > Actionstep Payments
3. Click Open Payments Portal.
4. Enter your sign-in credentials. These credentials to the Payment Portal will be different from your normal Actionstep login credentials.
5. Once you have signed in, you will see the Payments Portal dashboard. From here, click Users in the menu on the left. 

Creating a New Payments Portal User

You can create a new user for the Payments Portal. 

To do this:

1. From the Users page, click Add User.
2. On the resulting page, fill in the required fields:
   • Role: Select the role that the user will have. For most Actionstep Payments account, there is only one role to choose from.
   • Username: Enter a user name that the user will use to log into the Actionstep Payments Portal. The username should be made up of letters and numbers only. You cannot use an email address for a username.
   • Password and Confirm Password: Enter the password the user will use to access the Actionstep Payments Portal. This password should be temporary—your user should change it once they have signed in for the first time. 
   • Full Name: Enter the name of the person who will use the sign-in you are creating.
   • Email: Enter the email address of the person who the sign-in will be for. The email address is used to send the invite to the user and used if the user needs to reset their password.

Removing a Payments Portal User

To remove access to the Actionstep Payments Portal for a user that has been previously created, you will need to find that user's record and make it inactive.

To do this:

1. In the Actionstep Payments Portal, navigate to the Users page.
2. Find the user record in the list. 
3. Click any value for that user to open their record. (You can use the search box to more quickly find the user if you have a large number of users.)
4. Click Edit at the top-right of the record.
5. Change the Status from Active to Inactive.
6. Click the checkmark icon at the top-right of the record to save the changes.
   

Changing Your Password

You can change the password you use to access Actionstep Payments Portal.

To do this:

1. In the Actionstep Payments Portal, click Profile at the top of the page. 
2. Click the Edit button at the top-right of your Profile record.
3. Type a new password in the Password field.
4. Click the checkmark icon at the top-right of the record to save the changes.