Viewing a List of System Users (Admin)

Modified on Mon, 24 Jun at 5:37 PM

A system user is always linked to a contact record in Actionstep. This means that all the matters, time records, tasks, and any other item that is assigned to a contact record can be viewed to see what the staff member has been doing in the system. 

When adding a new system user, you can set system roles. These set different permissions for different staff members. Depending on the system role, you can either allow or restrict certain areas the user can access within the system. Additionally, if a system user is deleted, the contact record will still be available, so all previous activity from that user will still be viewable. (See Adding and Removing System Users  for more information.)

NOTE:  A system user can only be added by a user with admin authority 

To view a list of system users:

  1. In Actionstep, go to Admin > Users & permissions. The Users & Permissions page appears and shows you all of your users, along with a marker that indicates their role. 
  2. Complete any of the following optional steps:
    • Click Edit for a specific user to make adjustments to their profile. 
    • Click the list icon. The System User Logins List appears and shows you additional information about your users, including their active/inactive status and whether they've enabled multi-factor authentication (MFA).
    • Click Filter to further refine the list of users you're viewing. 


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