Subscription Billing Portal

Modified on Thu, 17 Aug, 2023 at 1:28 AM

Actionstep's new subscription billing portal allows customers to manage their Actionstep account. 

Your account information and billing history will be available in the portal. 

You can use the portal to:- 

* Update your contact information (name, phone number, billing address)

* Mange your payment information (credit cards, ACH)

* View your account information (balance, invoices, transaction history)

You will continue to use the admin console of Actionstep for user management (adding, modifying, deleting users), permission management (system roles, password policies, permissions), and add-on management (paid and free add-ons). More information on the admin console can be found here: Actionstep Admin Menu

This guide sets out instructions for:- 

* Logging in for the first time - Billing Portal - Logging in for the first time

* Logging in and out - Billing Portal - Logging In and Logging Out

* Overview of the Portal - Billing Portal - Overview Page

* Billing Options- Billing Portal - Billing

* Setting Options - Billing Portal - Settings

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