How do I change my login email address?

Created by Dakota Martin, Modified on Thu, 15 Dec 2022 at 09:32 AM by Dakota Martin

Sometimes your email address changes and while it is simple to change your contact records email address, there can be some extra steps to changing the email address you or one of your users accesses Actionstep with.

 

NOTE

This process will have to be done by an Actionstep Administrator with Account authority (someone with permission to issue logins to your system).

You will not be able to do this for your own login, you will need another to do it for you. 

 

Process

First, you need to update the contact record for the user so they have the right email address.

To do this, navigate to your contact record via the contacts list or quick search and once you have opened it, select 'Edit' in the top right of the screen. Find the 'Email Address' field and enter your new email address and save.

Next, you will need to firstly remove the login for the existing user, then issue the login again. 

Go to Admin > Users and Permissions > Find the person and click on the users name. Scroll to the bottom and click Delete. You will then be asked to give a reason and confirm.

 

 

TIP:

 

It is important that you remove the login first, then issue the login again second. Actionstep uses a licensing subscription model. If you remove a user it creates a free license. The next user added will use that license without changing that month's bill. If you add a new user first, there may be a part month charge to cover the usage for the remainder of the month.


For more information managing users,see


 

 

Finally, recreate the login with the same contact record, making sure the email is updated before you save.

 

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. 

 

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