Managing users in the Actionstep Payments Portal

Modified on Tue, 07 Nov 2023 at 02:06 PM

When Actionstep Payments is first setup in your system, a login is created for your firm to access the Actionstep Payments Portal. If you want to have other login's for other staff members that you want to access the Actionstep Payments Portal you can do so.

In this article, we will explain how you can create new users for the Actionstep Payments Portal and manage existing users. 



Actionstep Payments is currently in Beta testing. If you would like to be part of our Beta testing group, please reach out to Actionstep Support.


Navigating to the Manage Users section 

To access your list current users and to issue new users to the Actionstep Payments Portal, you will first have to login to the Payments Portal.

Open the Actionstep Payments admin page (Admin > Actionstep Payments), then click on Open Payments Portal.

You will be prompted to enter in your login details to the Payment portal to be able to proceed. Your login credentials to the Payment Portal will be different from your normal Actionstep login credentials.



Why do I need a different set of login credentials to access the Payments Portal?

The Payments Portal gives you access to be able to see details about your credit card transactions but also to be able to issue refunds and handle complicated matters like chargebacks. To ensure CDC compliance, we provide this through a third party partner who you will have to access with another set of credentials. 

This keeps your information and access more secure and ensures your compliance with regulations. 


Once you have logged in, you will be on the Payments Portal dashboard.

From the menu on the left of the screen, click on Users.


Creating a new Payments Portal user

From the Users page, click on Add User.

On the resulting page, fill in the required fields.


Please note the following about each field available.


Select the role that the user will have. For most Actionstep Payments account, there is only one role to choose from.



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 The password the user will use to access the Actionstep Payments Portal. This password should be temporary and we highly recommend that the user changes it once they have logged in for the first time. 
Full Name The name of the person who will use the login you are creating.



The email address of the person who the login 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 users record and make it inactive.

To to that, navigate to the Users page on the Actionstep Payment portal.

Find the user record in the list. Click on any value for that user to open their record.

You can use the search function if you have a large number of users.

Click on the Edit icon /helpdesk/attachments/150002489069in the top right of the record.

Change the Status from 'Active' to 'Inactive'.

Click the tick icon /helpdesk/attachments/150002489070in the top right of the record to save the change.




Changing your password

If you want to change your own password that you use to access Acitonstep Payments Portal you cna do so once you have logged in.

Login to Actionstep Payments Portal as usual.

Click on Profile at the top of the screen. /helpdesk/attachments/150002489072

Click the Edit button /helpdesk/attachments/150002489069in the top right of your Profile record.

Type a new password in the Password field.

Click the tick icon /helpdesk/attachments/150002489070 in the top right of the record to save the change.


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