Getting to Know the 'My Profile' Page

In this article:

• Introduction
• How-To Video
• Contact Information
• Password
• Email mailboxes
• Timekeeping
• Locale
• API Permissions
• Abbreviations
• Landing Pages
• Microsoft OneDrive
• Application Settings
• Heads Up
• Outbound email
• Inbound Email

Introduction

The My Profile page allows you to set your preferences for the different areas of Actionstep, including the timesheet and emails (as well as other options). This article discusses the options available in the different sections of the page. 

To access the My Profile page:

• In Actionstep, click your profile name in the global toolbar. This opens the My Profile page.

How-To Video

Contact Information

This section shows essential details Actionstep has about you based on the information found in your contact record. To edit these details, click Edit contact, which takes you to your contact record. (See Editing a Contact for help.)

The name, password, and time zone shown on the My Profile page are used across all Actionstep systems you may have access to. 

Password

Within Actionstep, admins can control how often your password must be changed. (See Setting Expiration for Passwords - Password Policies.) If your password does expire, you can use this information to see when the password was last updated and when it will be required to be changed again. 

To change the password, click Change next to the Last changed field.

In this section, you can also enable/disable multi-factor authentication (or MFA), which will make your sign-in process more secure by requiring another validation step when you sign in. To learn more about multi-factor authentication, see Setting up Multi-Factor Authentication (MFA).

Email mailboxes

Using the Email mailboxes section, you can add your non-Actionstep mailbox information so that you can send emails from within Actionstep from your other email addresses. Specifically, you can add an Office 365, Gmail, or SMTP mailbox.  

DocuSign

In this section, you can set up your DocuSign preferences. DocuSign allows you to send documents or other files you're working on in Actionstep to clients for review and signing. 

Timekeeping

In this section, you can set your preferences for the timesheet and timekeeping in Actionstep.

Locale

The Locale section lets you set what day should be the first day of the week and time zone:

• First day of the week affects how the weeks in the month appear on your calendar, your timesheet, and with calendar tools throughout Actionstep. There is also the option to use the default "first day" for your region. 
• Time zone is used to set your current time zone. If you choose a time zone that is different from the default, then items in your calendar will be updated accordingly. 

If you have access to more than one Actionstep system, the name, password, and time zone fields on the My Profile page are applied to all of those systems. 

API Permissions

External programs or applications can access and update data in Actionstep through the Actionstep API. If you use a third-party system that accesses Actionstep through your login to this system, it will be displayed and set here. To learn more about using the API, see Actionstep API.

Abbreviations

In this section, you can create abbreviations to be used in your time records, disbursements, files notes, and scratch pads. Abbreviations are quick-type shortcuts that you can use in various screens in Actionstep. When you type the abbreviation, the system automatically expands the text when you press the spacebar. Abbreviations have two parts to them: 1) the shortened text (or what you will type to trigger the abbreviation), and 2) the expanded text (or what will appear once you press the spacebar and the abbreviation has been triggered).

To add a new abbreviation, click Add row and then enter the abbreviation and what text it will show when typed in Actionstep.

To edit an abbreviation, update the text in the appropriate field. To remove an abbreviation, click the X to the right of it. 

Landing Pages

Select which pages will be displayed when you are using Actionstep. For example, you can choose the first page you view when you sign in as well as what tab is displayed by default when viewing a specific matter. 

Microsoft OneDrive

This is where you can connect your Microsoft OneDrive. Once connected, this section shows your user name and email address. To remove Microsoft access, click Disconnect.

Your Application Settings

In this section, you can set preferences for sounds, how many rows are in a view, and if links will open in new tabs—just to name a few.

Heads Up

Heads Up is an Actionstep tool that automatically sends you emails alerting you to important information in Actionstep. Heads Up rules can be used by everyday users to be alerted to items that need their attention, such as tasks due today, matters with due dates next month, or appointments for the coming month. In short, heads up rules serve as a kind of alert about information that is most essential to you. 

Any heads up rules that you have created will be listed in this section. Clicking on the rules title or description will open that rule. You can also click Manage heads-up rules to see additional options, like testing the rules.

When you have multiple rules set to be run on the same day/time, you can select Aggregate rules, which will aggregate all notifications into a single email. Switching this to off will send a separate email for each rule. This option will not appear if your rules do not meet the aggregation requirements.

For more help, see Setting Up Heads Up Rules.

Outbound Email

This section sets preferences for how emails that are composed and sent from Actionstep will be formatted.

Inbound Email

Emails can be managed in Actionstep through a dedicated built-in mailbox or through an external mailbox configured to your system (see Email In Actionstep to learn more). This section controls how these types of emails are handled.