Changing a User's Log-in Email Address (Admin)

An admin user with authority can change or update email addresses of other users who use their email address to access Actionstep. 

There are two places to make this update:

• The user's contact record.
• The user's system profile. (This option does require you to delete the user and recreate their profile.)

To update the user's contact record:

1. In Actionstep, edit the contact. (See Editing a Contact for help.) The user's contact records appears.
2. Click Edit in the top-right corner of the page.
   The Editing Contact page appears.
3. In the Phone & Messaging section, enter the updated address in the Email address field. 
4. Click Save to save your changes. 

To update the email address in the user's system profile:

1. In Actionstep, go to Admin > Users & permissions. The Users & Permissions page appears.
2. Click Edit for the user you need to update. 
3. Make note of their existing information, permissions, and other profile settings. 
4. Click Delete, located at the bottom of the window. 
5. When prompted to confirm the action, enter a Reason for deletion and select I accept the changes to my subscription. Then click Delete.
6. Click Invite new user and create the new log-in, assigning it to the same contact record. Make sure the email is updated before you save the profile. (See Adding and Removing System Users (Admin) for specific instructions.) 
   NOTE:  All user data in Actionstep is saved to the user's contact record. Recreating a login with the same contact record gives the user all the same assignments and associations with matters, contacts, emails, tasks, etc. This allows for the login to be updated, so the user can pick right back up where they left off.

Related Articles:

• Adding and Removing System Users (Admin) 
• About Actionstep Subscriptions